Client Details Report

08/12/2025
Knowledge

How To

Location: LEAP Menu > Reports > Matter & Clients > Clients & Cards > Client Details

Purpose: Displays client details, including names and contact information, with filters for creation date, matter, staff, and other criteria. Users can search or browse the client list and select clients to download their details.

The report provides centralized, comprehensive client information in one document, facilitating easy access and management, as well as targeted client engagement and marketing efforts.

The Client Details report, when exported to a Microsoft Excel file and downloaded onto your device's Downloads folder, will show you your clients' names and email addresses.

NOTE: This report exclusively focuses on client cards. For a report that also shows other types of cards, please refer to the Card Details Report.

Key Features:

Offers various filter options, including matter-related filters, card type, creation date, and whether 'Market Consent' has been given.
Report generation involves first setting filters to generate a card list, selecting the cards you wish to download or choosing all cards, and then downloading the report in either Excel or CSV format.
You can export the report as an Excel spreadsheet to view comprehensive client information, including Name (Short/Full), Email Address, Address (Street/PO Box), Date of Birth, Phone/Mobile/Fax Number, and BN.

Data source: The report pulls data from the selected client cards, including information from the 'Details' and 'Address' tabs.

Report Filters:

Add Creation Date Filter	Determines whether to include a filter for 'Creation Date'. No: Displays all client details without applying a creation date filter. Yes: Adds a date range filter, enabling users to filter results based on the creation date of the Client Card.
Date Range	Enables users to filter results based on the creation date of the Client Card, only available when the 'Add Creation Date Filter' is set to Yes.
Matter	Includes the following two filters: Matter Status: Filters results to include only matters with the selected status(es). Matter Types: Filters results to include only matters with the selected type(s).
Staff	Includes the following two filters: Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the Person Responsible. Staff Acting: Filters results to include only matters where the selected staff members are assigned as the Person Acting.
Display	Includes the following four filters: 1. Card Type: Filters client details by the type of client card. By default, all options are selected: People Business Company Government Trust 2. Province: Filters results to include only those associated with the selected province. 3. Supplier Only: Yes: Displays client details only for cards labelled as 'Supplier'. No: Displays client details for both 'Supplier' and non-Supplier cards. 4. Has Marketing Consent: Yes: Displays client details only for cards labelled as having 'Marketing Consent'. No: Displays client details regardless of whether they are labelled as having marketing consent. NOTE: A card can be labelled as 'Supplier' or having 'Markeing Consent' under the 'Notes & Other' tab within the card.

Client List (selected for further download):

Short Name	Client's short name.
Client Name	Client's full name.
Card Type	The type of card.
Street Municipality	The Municipality entered for the street address on the card.
Po. Box Municipality	The Municipality entered for the Po Box address on the card.
Dx. Municipality	The Municipality entered for the D.X. information.
Street Post Code	The card's street Post Code.
PO. Box Post Code	The card's PO. Box Post Code.
Supplier?	Displays if the client card is a Supplier card.
Marketing Consent?	Displays if the client card has been labelled as having Marketing Consent.

Report Fields in the Downloaded Report:

Short Name, Client Name, First Email Address, Date of Birth	Short Name: Displays the client's surname entered on the client card. If there are multiple persons on the card, it will display all of their surnames, separeted by '&'. Client Name: Displays the client's full name entered on the client card. If there are multiple persons on the card, it will display all of their full names, separeted by '&'. Note: For a non-Person card, both Short name and Client Name fields display the same name without any distinction. First Email Address: Displays the email address(es) entered under the 'Detail' tab on the client card. Date of Birth: Displays the client's Date of Birth. If there are multiple persons on the card, it will only display the first person's Date of Birth.
Building Name, Street Level, Number, Street, Town/City, Postcode, Province, Postal Code, Country	The client's address is provided based on data entered under the 'Address' tab on the client card.
Phone, Home, Work, Mobile, Fax	Displays contact numbers based on data entered under the 'Details' tab on the client card.
POBox Instructions, POBox Type, POBox Number, POBox Number, POBox Town/City, POBox Postcode	Displays POBox address information based on data entered under the 'Address' tab on the client card.
BN	Displays the BN number based on data entered under the 'Details' tab on the client card, only relevant to the following card types: Company, Business/Partnership, and Government.

Last Modified Date

8/12/2025 4:20 am

Title

Client Details Report

URL Name

Client-Details-Report-CA

Resolution