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Renuka Shakha
Written by Renuka Shakha

Client by Application Report

Client by Application Report helps to generate reports of specific information about clients' applications. Different filters like Application Stage, Application Status, Workflow, Partner, Product, and Workflow can be applied to generate the report.

Steps to Generate Report of the Client by Application

Step 1: Select Report from the dashboard

Step 2: Select Client by Application

Step 3: Select Add New Filter and select the required filter from the drop-down

Note: The frequently used filter can be saved for later use.