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How to run a client servicing summary report

An overview of the services rendered to a specific client over a defined period.

Step by Step Guide:

1. Navigate to JOBS > Resource Tracker > Resource Tracker Client Summary.

2. Use the filters to set up the report content.

3. Click on Client Servicing Summary at the top of the page.

4. An Options page will be displayed. Choose either Detail or Summary and click Preview or Excel to view the report.