Clients Won report

Alerts and notices

The Clients Won report is a Client Management report that provides a list of clients that your firm "won." The report enables you to track the reasons that your firm is winning clients, and who referred clients to your firm.

Note: This report is available only if your firm is licensed for the Client Management module.

To view and print the Clients Won report, choose File > Print Reports. In the Print Reports screen, click Clients Won in the available reports pane and click the Select button.

This report includes the following information: