Client Investment Analysis report

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The Client Investment Analysis report shows both WIP and A/R aging to help identify unbilled WIP and uncollected receivables that the firm is at risk of losing. You can use filters, date ranges, and client-based groupings to customize the report results.

To view and print the Client Investment Analysis report, choose File > Print Reports. In the Print Reports screen, click Client Investment Analysis in the available reports pane and then click the Select button.

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