Users are able to gather specific information about clients and generate a report regarding these information. In order to filter information on client report, users need to

Step 1 - Click Reports on the side bar navigation then select Client



Step 2- You will see a list of all clients Client Report and be able to filter the list



Step 3- Click the "Add new filter" button on the top



Step 4 - Select the category that you would like to filter such as Client name, Client Email, Ratings etc.



Step 5 - Select the parameter.


Step 6 - Click Save Filter to save the frequently used filters.



Access the saves filter easily without setting the filter again and again.

Was this article helpful?
Cancel
Thank you!