Run client reports Last updated: Sep 27, 2026

Expand Clients in the left nav and click Reports. Open a report to view it or download it.

• Directory: All Clients, Clients by Audience, Clients by Department.
• Groups & Membership: All Client Groups, Group Membership, Ungrouped Clients.
• Assets & Tasks: Clients with Assets, Clients without Assets, Client Task History.
• Activity & Audit: Recently Created, Inactive / Blocked, Contact Completeness (who is missing key info).