Core Client Reports

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ACE client reports offer insights into client interactions, financial transactions, and goal achievements.

Note
While Core Reports offer commonly requested data, they are not customizable beyond their existing functionality.

The table below lists the available client reports, description, and how to run.

Reports	Description	How to Run
Acknowledgement	Lists accounts received from clients, including one Responsible Party when multiple are available.	Click + to add client(s). Choose date range. Choose Output format. Click run.
History Analysis by Assignment	offers a historical analysis of assignments, collections, commissions, and open/cancelled accounts. Can include transactions that have not been invoiced.	Click + to add client(s). Choose date range using the calendar icon. Choose Output format. Click run.
Inventory	Provides a list of accounts by client, including one Responsible Party when multiple are available.	Click + to add client(s). Choose Output format. Click run.
Liquidation	Shows invoiced monies to client visible buckets from assignments, broken out by assigned age. Optional check boxes allow additional selections.	Click + to add client(s). Choose date range using calendar icon. Choose the Output format. Click run.
Performance	Analyzes client invoiced transactional data on a monthly bases.	Click + to add client(s). Choose Output format. Click run.
Goals	Indicates how often client goals were met, displaying clients with monthly goals.	Choose date range using calendar icon. Choose Output format. Click run.

Client Goals
Client goals are configured in the client profile. The reports for Client Goals is updated once a month by a job.

The table below lists the permissions needed to view and run the associated reports. Refer to Finding Permissions and Permission Roles in ACE for additional details.

Menu Location	Permission(s)
Clients → Acknowledgment	REPORT_SQL_VIEW REPORTS_CLIENTS_ACKNOWLEDGMENT
Clients → History Analysis by Assignment	REPORT_SQL_VIEW REPORTS_CLIENTS_HISTORY_ANALYSIS_BY_ASSIGNMENT
Clients → Inventory	REPORT_SQL_VIEW REPORTS_CLIENTS_INVENTORY
Clients → Liquidation	REPORT_SQL_VIEW REPORTS_CLIENTS_LIQUIDATION
Clients → Performance	REPORT_SQL_VIEW REPORTS_CLIENTS_PERFORMANCE
Clients → Goals	REPORT_SQL_VIEW REPORTS_CLIENTS_GOALS

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