Clients report

The clients report allows you to view clients by the date you added them to PlanMan.

To export the report, click on the download icon at the top right above the table.

• Related Articles

• Active clients

  Introductory Video Client List This page lists your active clients. View Client Details To view a client, click on either their client number, company or name. The client details page is divided into 6 tabs, allowing you to see all the information ...

• Archived clients

  This page lists all of your clients that you have archived.  To un-archive a client, click on one and uncheck the "Archived" check box then click the Update Client button.

• Quotes report

  The quotes report allows you to report on your quotes, with various filters. After you run the report, click on the download icon at the top right of the report table to export in CSV, Excel or PDF formats.

• Submissions report

  The submissions report allows you to report on your projects with various filters on the local authority fields: After running the report, click on the download icon to export the report in CSV, Excel or PDF formats.

• Invoices report

  When reporting on invoices, you have the following options: From/To date Select dates here to see invoices created betqeen those dates. Report You can select the following reports: Outstanding invoices Paid invoices Draft invoices All invoices Sage ...