At the top of the Contacts page, you can see several summary sections. These sections display helpful data about the clients and suppliers displayed on the page.
Although the process is the same, clients and suppliers have some different options for reporting that we’ll go over below.
Client Reporting
On the Clients tab you will see the following summary sections:
Clients - This is a total count of clients displayed on the contact page.
New - This is a total count of clients created recently. The exact number of days a contact needs to be created within to qualify is adjustable with the Reporting settings.
Active - Number of clients with a new booking in a certain period of time. The exact time period is adjustable with the Reporting settings.
Inactive - Number of clients that haven’t had a new booking in a certain period of time. The exact time period is adjustable with the Reporting settings.
Important Dates - Marked dates for clients such as birthdays and anniversaries coming up within a certain period of time. The exact time period is adjustable with the Reporting settings. These dates are the same important dates you can enter in a client profile.
Note: You can click on the question mark icon for each summary to see a description of the data it shows.
You can adjust the time period that decides new, active or inactive clients and how far out to be notified of important dates.
To adjust the time frames, click Reporting in the top right.
Select the desired time periods for each of the summary reports. Note that the Active time period will also apply to the Inactive summary.
Clicking the gear icon in the Important Dates summary will open the same reporting settings.
Supplier Reporting
On the Suppliers tab you will see the following summary sections:
Suppliers - This is a total count of suppliers displayed on the contact page.
New - This is a total count of suppliers created recently. The exact time period is adjustable with the Reporting settings.
Bookings - The total number of bookings for the displayed suppliers. You can select if this number represents all bookings, only paid bookings, or only past due bookings in the Reporting settings.
Top Supplier - The highest ranked suppliers based on either revenue or commission. You can select the ranking metric in Reporting settings.
Note: You can click on the question mark icon for each summary to see a description of the data it shows.
To change the summary settings, click Reporting in the top right.
Select the desired options for each of the summary reports.
Clicking the gear icon in the Top Suppliers summary will open the same reporting settings.