IQ Report - Client Compliance Report

Created by Martin Parkinson, Modified on Sun, 02 Jul 2023 at 03:11 PM by Martin Parkinson

This report will list details of clients created between two dates and will show details of any Client Compliance items.

Example - (Screenshot)

Notes/Special Features

The report looks at the Clients file for any clients added between chosen dates, and then looks in the compliance file for any item(s) associated with that Account code.



The report can be installed on Influence Professional systems from version or later by downloading the report attached to this article, then Dragging/dropping the report onto the [I Query] workbench within the [Admin] section of the system. For more information about installing IQ Reports, please Click Here

On newer Systems, you load can the *.zip version of the report.

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