See how many Cards have been sent to a particular client.
Select a Property
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Select Reports
Select Reports.
Select Per Client
Select Card, then Per Client from the list of reports.
Choose to sort by either Company or Last Name. Select Submit.
Sample Report
Note
If you have Admin permissions, you are able to create reports on behalf of your staff members.
To continue learning how to create a Proposal view the articles below -
- Card Reports - count to date report
- Card Reports - count by date range report
- Card Reports - count by year report
- Card Reports - count by user report
- Proposal Reports - count by date range report
- Proposal Reports - count by user report
- Proposal Reports - count by user report
- Proposal Reports - count per client report
- Proposal Reports - export and refresh reports
- Proposal Reports - count to date report
- Proposal Reports - client summary report
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