Top Clients

This report lists the top clients for a specified date range based on the invoices issued.

Date Range List: Allows you to select the period you want the report to display

Date Range: Allows you to select the date range you want the report to display with From Date and To Date

Select Sort Order: You can choose an option from the drop down menu and the report will sort the data based on the option specified. Sorting by client name will sort the top clients by client alphabetically. Sorting by Total will display the the highest valued client at the top of the list.

Top X?: You can choose an option from the drop down menu to display either your top 10, 25, 50 or 100 clients.

Referring to the screen shot below, selecting Client Name from the sort order drop down menu will display the following information about each new client on the report for the date range specified:

• The number of invoices issued
• Fees
• Disbursements
• Overall total