Core Client Reports

  • Updated on Jun 12, 2024
  • Published on Feb 26, 2024
  • 1 minute(s) read
  • Gina Magana
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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.

Locating Core Client Reports

  1. Go to Reports → Clients

  2. Select the Report from the sub-menu

Image Displays Reports-Clients Menu and Sub-menu

Available Client Reports

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.

  1. Click + to add client(s).

  2. Choose date range.

  3. Choose Output format.

  4. 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.

  1. Click + to add client(s).

  2. Choose date range using the calendar icon.

  3. Choose Output format.

  4. Click run.

Inventory

Provides a list of accounts by client, including one Responsible Party when multiple are available.

  1. Click + to add client(s).

  2. Choose Output format.

  3. Click run.

Liquidation

Shows invoiced monies to client visible buckets from assignments, broken out by assigned age. Optional check boxes allow additional selections.

  1. Click + to add client(s).

  2. Choose date range using calendar icon.

  3. Choose the Output format.

  4. Click run.

Performance

Analyzes client invoiced transactional data on a monthly bases.

  1. Click + to add client(s).

  2. Choose Output format.

  3. Click run.

Goals

Indicates how often client goals were met, displaying clients with monthly goals.

  1. Choose date range using calendar icon.

  2. Choose Output format.

  3. 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.

Client Report Permissions

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