New Clients

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Contents of Report
Report Filters
Notes

This report shows you a list of all clients created within the selected period. 

When this report is generated, it will look as below.

To expand the image, right-click on the image and click on Open image in new tab.

Contents of Report 

This report will show the following information. 

1. Business Unit (Affärsenhet)
   What business unit the listed client(s) belongs to. 
2. List of Clients
   • • Each green line is a Client, on the same line will display the following information.
       • Client Number (Klientnummer)
       • Client Name (Klientnamn)
       • Created Date (Datum)
         
         • • Date of which the client was created.
     • Each line below the Client will list the following information
       • List of all Client Manager(s) (and their roles)
       • List of all Client Acquirer(s) (if any)
3. Total number of new clients in the business unit. 
4. Total of all clients in the results.

Report Filters 

This report has a set of standard filters that can be used to further refine the report depending on your criteria. Report filters use the 'and' function, meaning the data that is generated in the report comes back as all true for every selected filter. If the report is empty, try reducing the number of filters selected. 

Following filters are available for this specific report.

Period (Client Create Date)
By default, it will be pre-selected for the ‘Last 30 days’.

Period (Client Create Date), after selecting the start/end date, the report will generate data from when clients were created within the selected period.

Billing Unit (Resultatenhet)

Billing Unit filter allows you to select a specific billing unit to generate assets for. Being able to select another billing unit will require you to have the 'Access to all Billing Units'-right set in the Control Panel. 

If you do not have the right, this will show the billing unit you belong to. The report will then generate assets that belong to your billing unit. 

If you have the right, you can select (if any) other billings units if you wish. Selecting a billing unit will generate assets that belong to that billing unit. 

Client Tags (Klienttaggar)
The Client Tag filter allows you to select one or more client tags from the drop-down menu. You can search for the client tag in the field.

The report will generate assets/data based on the client tag(s) selected. If nothing is selected, then all client tags will be included in the report.

Note: only approved Client Tags (in Control Panel) will display in the drop-down menu. 

The report will generate assets/data based on the client tag(s) selected. If nothing is selected, then all client tags will be included in the report.

Client Managers (Klientansvariga)
Client Managers filter allows you to select a User (lawyer) from the drop-down menu or write in the text box for the specific client manager you wish to select. If nothing is selected, then all client managers will be included.

The report will generate assets/data based on the client manager(s) selected. If nothing is selected, then all client managers will be included in the report.

Client Status (Klientstatus)
There are four Client Status' you can choose from. 

• Active (Aktiv)
  Active clients are clients who have ongoing cases with you.
• Pending Approval (Avvaktar godkännande)
  Clients pending approval are clients who have a case with you that is a case request where they have yet to be accepted/approved. 
• Rejected (Avvisad)
  Rejected clients are clients who have had declined case requests but were rejected. 
• Inactive (Inaktiv)
  Inactive clients are clients with no ongoing cases.

The report will generate assets/data based on the client statuses selected. If nothing is selected, then all client statuses' will be included in the report.

Acquirers (Ackvisitörer)

Acquirers filter allows you to select one or more acquirers from the drop-down menu or write in the text box for the specific acquirer you wish to select. If nothing is selected, then all acquirers will be included.

Acquirers are seen and set on the Case Card or Client Card, Details-view. 

The report will generate assets/data based on the acquirer(s) selected. If nothing is selected, then all acquirers will be included in the report.

Show additional parameters... (Visa fler filter...)

This will expand the Filters tab to display more report filters that you can use. 

For more information on all available report filters, click here. 

Note:

1. You will only have access to this report if you are a User with 'Reporting'-rights.