Clients List Report
The Clients List Report provides a list of all clients created within a specified timeframe. It displays client details such as contact information, assigned salesperson and coordinator, and the referral source. This report is helpful for tracking new leads and clients added to the system.
This report helps answer questions like:
How many new clients have we added this month?
Which salesperson or coordinator is managing specific clients?
Where are our new clients coming from (referral sources)?
Report Inputs (Filters at the Top)
These filters allow you to refine which clients are displayed in the report:
| Input | Description |
|---|---|
| Client Created At | Select the date range during which the clients were created. You can choose a preset (e.g., Last 30 days) or set a custom date range. Only clients created within this timeframe are shown. |
| Coordinator | Filter clients by the coordinator assigned to them. Useful for reviewing clients by internal team member responsibility. |
| Salesperson | Filter by the salesperson associated with the client. |
| Branch | Limits results to clients belonging to a specific branch. If left blank, clients from all branches are displayed. |
| Client Name | Search for a client by name to quickly locate specific records. |
How Filters Affect the Data
Client Created At – The primary filter; controls which clients are included based on their creation date.
Coordinator, Salesperson, Branch, Client Name – These narrow the results further to show only clients matching your search criteria.
Clients Table (Detailed List)
The table displays each client that meets the selected filter criteria, along with key information. Note: the fields can be hidden in the table:
| Column | Description |
|---|---|
| Client Created At | The date the client record was created. |
| Client | The client's name (clickable link to client details). |
| Branch | Your companies branch that the given client is associated with. |
| Primary Contact | The main contact person for the client. |
| The primary email address for the client. | |
| Phone Number | The client’s phone number. |
| Salesperson | The salesperson assigned to this client. |
| Coordinator | The coordinator managing the client. |
| Referral Source | How the client heard about the company (e.g., LeadsPedia Lead, Website). |
| Referral Details | A deeper dive into the details of the referral. |
Export Options
Download (top-right of table) – Exports all visible client records (based on selected filters) to a CSV file for use outside the system
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