{"id":1658,"date":"2019-04-18T18:14:46","date_gmt":"2019-04-18T18:14:46","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=1658"},"modified":"2021-11-05T23:14:53","modified_gmt":"2021-11-05T23:14:53","slug":"client-list","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/reports\/contacts-reports\/client-list\/","title":{"rendered":"Client List Report"},"content":{"rendered":"<p>The Client List report shows a generic list of customers broken down by relationship <\/p>\n\n\n\n<p>(customer type).<\/p>\n\n\n\n<ol class=\"wp-block-list\" id=\"block-e9e1a8c3-0165-4f81-ae87-955f9d8cc054\"><li>Open the library with reports.<\/li><li>Select <strong>Client List<\/strong>.<\/li><li>Define criteria for generating the report, as follows:<\/li><\/ol>\n\n\n\n<div class=\"wp-block-ht-blocks-toggle wp-block-hb-toggle\"><div class=\"wp-block-hb-toggle__title\"><span>Criteria<\/span><\/div><div class=\"wp-block-hb-toggle__content\"><div class=\"wp-block-hb-toggle__contentwrap\"><p> <\/p><table width=\"623\"> <tbody> <tr> <td width=\"217\"><strong>Relationship<\/strong><\/td> <td width=\"406\">Select the customer relationship you are interested in<\/td> <\/tr> <tr> <td width=\"217\"><strong>Clients_from \u2026 Clients_to<\/strong><\/td> <td width=\"406\">Specify the text query for sampling customers (for example, initial letters).<\/td> <\/tr> <\/tbody> <\/table> <figure><img loading=\"lazy\" decoding=\"async\" width=\"298\" height=\"218\" class=\"aligncenter size-full wp-image-1662\" src=\"\/wp-content\/uploads\/2019\/04\/client-list-options.png\" alt=\"\"><\/figure> <p><\/p><\/div><\/div><\/div>\n\n\n\n<p>4. When complete, click <strong>Apply<\/strong>. The system generates the report, as follows:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1302\" height=\"767\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/client-list.png\" alt=\"\" class=\"wp-image-1659\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/client-list.png 1302w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/client-list-300x177.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/client-list-1024x603.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/client-list-768x452.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/04\/client-list-1200x707.png 1200w\" sizes=\"(max-width: 1302px) 100vw, 1302px\" \/><\/figure><\/div>\n\n\n\n<p>The report shows the following information about customers:<\/p>\n\n\n\n<div class=\"wp-block-ht-blocks-toggle wp-block-hb-toggle\"><div class=\"wp-block-hb-toggle__title\"><span>Report Information<\/span><\/div><div class=\"wp-block-hb-toggle__content\"><div class=\"wp-block-hb-toggle__contentwrap\"><figure class=\"wp-block-table is-style-regular\"><table><tbody><tr><td><strong>Name<\/strong><\/td><td>Name of the customer, including contact addressee, primary and secondary address, and ZIP code.<\/td><\/tr><tr><td><strong>Relationship<\/strong><\/td><td>Relationship type which the customer attributes to, as follows:\n<p>&nbsp;<\/p>\n<ul>\n<li>Creditor\/Supplier<\/li>\n<li>Debtor<\/li>\n<li>Customer<\/li>\n<li>Employee<\/li>\n<li>Finance Company<\/li>\n<li>Local authority<\/li>\n<li>Other<\/li>\n<\/ul>\n<p>If a customer attributes to multiple contact types, such customer will appear in the report as separate records of each relationship type.<\/p>\n<\/td><\/tr><tr><td><strong>Phone<\/strong><\/td><td>Contact phone of the customer.<\/td><\/tr><\/tbody><\/table><\/figure><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>The Client List report shows a generic list of customers broken down by relationship (customer type). Open the library with reports. Select Client List. Define criteria for generating the report, as follows: 4. When complete, click Apply. The system generates the report, as follows: The report shows the following information&#8230;<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[54],"ht-kb-tag":[],"class_list":["post-1658","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-contacts-reports"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/1658"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=1658"}],"version-history":[{"count":3,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/1658\/revisions"}],"predecessor-version":[{"id":7852,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/1658\/revisions\/7852"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=1658"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=1658"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=1658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}