Clients Report
The Clients Report gives you a snapshot of all your client companies — their locations, how many active jobs they have, and who's working on them.
Filters
Here's how you can narrow down the data:
| Filter | What It Does |
|---|---|
| Status | Filter by client status (Active, Archived, etc.) |
| Location | Filter by client location |
| Job Active Status | Filter by the active status of jobs linked to clients |
| Client | Filter by a specific client |
| Start Date – End Date | Narrow the analysis to a date range |
Click Apply Filters to refresh your view. Click Clear All to reset.
Charts
These visual breakdowns help you spot trends at a glance:
- Clients Location (Pie Chart) — See where your clients are distributed geographically.
- Jobs by Client (Bar Chart) — View the number of active jobs per client, sorted by volume.
Data Table
Here's what you'll find in the detailed breakdown:
| Column | Description |
|---|---|
| Client | Client company name |
| Location | Client's address |
| Status | Active or other status |
| Jobs | Number of jobs linked to this client |
| Job Team Members | Number of team members assigned to the client's jobs |
| Client Owner | Recruiter responsible for this client |
Export
Click Export to Excel to download the full client report as an .xlsx file. Perfect for sharing or deeper analysis!