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Client Inactivity Report
 

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Access Rights

 

Access Profile | Tabs3 Billing tab | Accounts Receivable & Client Reports/Conflict of Interest | Client Inactivity Report
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access Function

 

Non-Platinum

Multi-Access Function

The Client Inactivity Report can be used to identify clients and cases with no activity in a specified time frame. This report helps you determine which cases need follow up and makes it easy to identify cases that can be marked inactive. You can specify the period of inactivity as the last number of days, weeks, months, or years. You can also specify the types of items you want used to determine inactivity.

The Client Inactivity Report displays the most recent transaction for each client that has not had any activity in a user defined time frame. The report will display the file in which the last activity for the client was found, along with the Date and User who entered the transaction. The client's Primary Timekeeper is also listed in the report.

The following program tabs are available:

Click on the desired tab when appears for information about that program tab.

Client Options Sort

Client

Options

Sort

The OK button can be used to display the Print dialog box allowing you to print, preview or save the report. When displayed using the Preview option, you can drill down to individual client and activity records allowing you to edit data directly from the Preview window.

The Cancel button can be used to close the Client Inactivity Report window.

The Load and Save buttons are used in conjunction with Tabs3's report definitions.

Note: Secure Clients will not be included unless the User ID being used has manager rights or has been assigned access to the secure client.

Note: This report will generate results for all clients, regardless of your assigned timekeeper(s). However, the drill-down feature will only open records you can normally view based on your assigned timekeeper(s).

See also:   Tabs3 Sample Reports

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.