Client Production Summary Report

In the latest JCS version there is a new report, which we are sure will be of interest to many of our users.

The Client Production Summary report gives an easy-to-digest overview of the financial value of clients to your practice. In just a few clicks you can see a summary of records from the Sales Ledger, Time/WIP Ledger, Commission Receipts Ledger and Disbursements Ledger, within any date range, arising from any client in your dataset.

As well as working for individual clients, the report can total the figures for all clients of a particular Adviser and/or all clients of a particular Client Code.

If you would like us to add filters to the report options, so you can use the report for additional groups of clients, then please get in touch.