Build, save and export a report

Choose columns and filters across your clients, save the report for the team and export it to Excel.

Reports lists your active clients with the columns you choose. It has built-in columns across company, services, Corporate Tax, VAT, accounting and bank, team and record, plus any custom field set to Offer as a report column.

Build a report

1. Open Reports from the menu.
2. Start from New report, or pick a built-in one: Work review, Deadlines or CT registration.
3. Tick the columns you want. They appear in the order you tick them.
4. Choose + Add filter, pick a column, a condition and a value, for example Next VAT return due, due in the next N days, 30.
5. Set Sort by and A → Z or Z → A.
6. The count on the same line as Sort by shows how many clients match.

Save, export and delete

• Save report asks for a name and saves it for the whole team. Saved reports are listed under Saved.
• Changing a built-in report and saving it makes it the firm's own copy.
• Export downloads the table as an Excel file. Numbers stay numbers.
• Delete removes a saved report. Built-in reports cannot be deleted.

Good to know

• Archived clients are left out unless you add a filter on Archived.
• Saving or deleting a report needs Manager access or above. Accountants and advisors can run and export reports.
• Fee and payment columns are shown only to managers and above.