top of page
Reports
On the reports page you can run various reports such as client cost breakdown, client geographical location, client rating, client since, total fees, HMRC authority obtained, date last increased fees, money laundering, MTD, potential clients onboarded, predicted future as a client, types of client business, and new fees v lost fees. All of the reports have a filtering system so you can easily find the information you are looking for, and you can also edit directly in reports to make things quicker.
bottom of page