How to run a client servicing summary report
An overview of the services rendered to a specific client over a defined period.
Steps:
- Navigate to JOBS > Resource Tracker > Resource Tracker Client Summary.
- Use the filters to set up the report content.
- Click on Client Servicing Summary at the top of the page.
- An Options page will be displayed.
- Choose an option
- Click PREVIEW or EXCEL to view the report.