Report – Client List by Timeframe Payment Totals
This page allows you to generate a report listing clients who have made payments during a specified time frame. You can use filters to narrow down the results based on various criteria.
Key features of this page include:
1 Click this button to apply filters to the report. A popup window
will appear, allowing you to select which filters to use.
To help you navigate more easily, the Filter Category dropdown displays a list of available filter types
. You can search by keyword in the Name field, or show all filters by selecting All.
2 This button lets you customize which columns appear in the table. A popup
will appear, where you can choose specific columns to display. Columns are grouped by category and can be searched by keyword.
The Total Client Payment for Selected Period column is required for this report, as it directly reflects the relevant payment data.
3 Use this button to save your report. A popup window
will open, allowing you to assign visibility to a specific team member.
4 Button to clear all applied filters.
5 This area displays all currently applied filters set in step 1.
6 Export the report in CSV, XLS, or PDF format. The Bulk Actions dropdown provides access to available group actions
for working with the filtered results.
7 A table showing all matching results, updated in real time based on the applied filters.
If you've saved this report, it will be available via a link on the Reports page.