Projects - Client Uploads

The Client Uploads Report provides a powerful way to track all documents uploaded by clients into your Firm360 platform. This report ensures all client uploads are visible, properly assigned, and easily accessible, helping your team work efficiently and stay compliant.

How to Access the Report

• Go to View Reports > Client Uploads.

Key Benefits

Project-Level Insights – View the number of documents clients uploaded for each specific project, so you know where documents belong.

Identify Unassigned Uploads – Documents not linked to any project are clearly labeled under No Project, making it easy to find and assign them.

Streamlined Navigation – Click View links to go directly to the Documents tab for a specific project or to the client’s Documents tab for unassigned uploads.

Targeted Filtering – Narrow your results using flexible filters:

• Filter by Project Template to focus on specific types of work, like tax returns.

• Use Projects Assigned to Me to display uploads tied only to projects you manage.

• Filter by Location, Partner in Charge, Manager, Bookkeeper, Preparer, or any Select Field Client custom fields to tailor the report to your team’s responsibilities or firm-specific data.

Custom Sorting – Sort the report by Client, Number of Documents, or Most Recent Upload for easier analysis.

These updates help reduce unassigned uploads, improve visibility, and keep your document workflow organized.

How to Use the Client Uploads Report

1. Enter your Start Date and End Date to define the reporting period.

2. (Optional) Apply filters for Location or Partner In Charge to narrow the results.

3. (Optional) Use Advanced Criteria:

   • Filter by Project Template, Manager, Bookkeeper, Preparer, or any Select Field Client custom fields.

   • Check Projects Assigned to Me to display only your assigned projects.

4. Review the report, which displays:

   • Client Name.

   • Number of Documents Uploaded for each project or under No Project.

   • Most Recent Upload date for each client.

   • Active Projects with document counts, or a No Project row if documents are unassigned.

   • View links for quick navigation to project or client Documents tabs.

5. Export the displayed data to a .csv file for further analysis or record-keeping.