Financial Counselling Active Clients by User Report

The Financial Counselling- Active Clients by User Report allows you to monitor how many active clients you, or any other user of the database, are currently working with on financial counselling matters.

Instructions


Step 1.
Log into your CRM database (refer to Logging On for further information).


Step 2.
 In the Activities Menu select Reports.

The On-Demand Reporting is displayed

Reports page


Step 3. Using the drop down arrow find in the list the Financial Counselling – Active Clients by User Report

Financial Counselling Active Clients by User

Step 4. The parameters are displayed

Enter the required parameter information

  • Select the required status of Financial Counselling Case
  • Select the required User ID (if required). If not selected, all users will be included.
Financial Counselling Active Clients by User parameters


Step 5. Click Run Report

Once the report has completed processing, click the ‘Click Here to Download’  link

The Report will display in your browser, or open with your PDF viewer, depending on your computer’s settings.

The Financial Counselling – Statistics report is displayed.

Financial Counselling - Active Clients by User Report

The Report lists the following information:

  • System User
    • All Clients assigned to the user
    • The date of the client’s first session
    • The date of the client’s last session
    • The total number of sessions for the client


Further Information

For further information, refer to the following articles:

Updated on March 14, 2022

Related Articles