Client Comparative report

Introducing the Client Comparative Report! Distributors can now assess client performance with flexible date comparisons, not just presets. Exact dates will be shown for easier analysis, saving time and enabling smarter decisions!

On this page 

Accessing the Client Comparative Report

Filters

How to pull a report

How to sort a report

How to create a custom report

How to load a custom report

Totals

Date Picker 

CSV exports

 

Accessing the Client Comparative Report 

To access the Rep Comparative Report:

1. Click into your Reports tab
2. Select Client Comparative

Filters

Each report contains the following filters:

• Client
• Range 1
• Range 2
• Client Tag
• Client Status 
  
  
  

How to pull a report

Once you have selected your report filters, click Get Report.

How to sort a report

Once you have pulled a report, click on a column title to sort that column by alphabetical or numerical order.

How to create a custom report

You can save specific Search filter selections and create your own custom Rep Comparative reports. Your saved reports are only available under your login; they are not shared across your entire team.

Learn how to:

• Create a custom report
• Load a custom report
• Delete a custom report

To create a custom report:

1. Select your preferred filters on the Search tab
2. Click Actions > Save Report
3. In the "Save Report" pop-up, enter a report name
4. Click Save 

To load  a custom report:

1. Select your preferred filters on the Search tab
2. Click Actions > load Report
3. From the list of saved reports, choose the report you wish to load.
4. Click Load

 

To  delete a custom report: 

1. Click Actions > Load Report
2. In the "Load Report" pop-up, select Report
3. Click the    icon next to the report you want to delete
4. In the "Are you sure you want to delete the saved report?" pop-up: Click Delete

Totals

The Rep Comparative Report's totals box above displays the:

• Total number of rows  

Date Picker

The Date Picker feature enables you to select specific date ranges for comparison.

For example, you can choose This Year as Range 1 and Last Year  as Range 2.

 

CSV exports

After you've pulled a report, click Actions > Export to export a CSV file of the report details.

CSV exports make it easy to organize large amounts of data. 

The Client Comparative report CSV contains the: 

• Invoices Current Period
• Invoices Previous Period
• Change
• Change percentage
• Client name