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XPM: Report on new, archived and terminated clients

Ability to report on New & Archived/Terminated Clients with dates they were added/archived. Helpful for Practice Reporting & assessing promotion results etc.

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Jodi O'Connell shared this idea  ·   ·  Report…  ·  Admin →
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  • Ada Yu commented  ·   ·  Report

    As the AML ordinance in Hong Kong, we always need to check the clients' information monthly. Some clients already left.

  • Alison Hay commented  ·   ·  Report

    This needs to be made a priority for client data integrity and management reporting to measure client attrition rates.

  • Sheree Mason commented  ·   ·  Report

    We should be able to view the date archived, and who archived it.

  • Kristan Wright commented  ·   ·  Report

    Yes!! Dates when clients were created and archived would be great!!

  • Narelle Sampson commented  ·   ·  Report

    This would be great - we do need it for reporting purposes...

  • Melanie McPhillips commented  ·   ·  Report

    Would be great if there was a field auto-generated for profile creation and archived. Could run reports on new and lost entities/profiles.