The Client Breakdown report helps you efficiently organize and analyze client or user data using by Group By and Search Criteria. This report provides a detailed breakdown client assigned to Locations, Manager, Partner in Charge, etc.
Key Benefits:
Client Management – Easily track which clients are assigned to specific team members.
Resource Allocation – Assess workload distribution across bookkeepers or managers.
Performance Tracking – Monitor time spent on each client to evaluate efficiency.
Revenue Analysis – Understand how client time contributes to firm profitability.
Client Segmentation – Categorize clients based on different attributes for better management.
Example Use Case:
You need to see how many clients are assigned to a specific Manager or Bookkeeper to ensure balanced workloads and efficient resource distribution.
How to accomplish this:
- You will filter by the Group By. You can group up to 3 options.
- If you need to search by a specific Client, type it in the Search bar
- For additional filtering, utilize the Search Criteria options as well located on top of Group By.
You can export the filtered report by clicking on Export CSV at the bottom right corner in blue letters.