Clients Report

The Clients Report displays Client ID number, first and last name, email address, entry date and account status.

  • Hover your mouse over the Client Support tab in the CONNECT navigation bar. 
  • Next select Clients Report. *Click on the ID number of a Client to view profile. 
  • Select the Report Type drop down to toggle between All Clients and New Clients This Month.
  • Toggle between Frontline Only and Organization by selecting the button on the right side of the screen.