[Read Only] Engagement Report
Ever wonder how many Engagements a clients has, who their advisor is, or if there is a deliverable for it!? 📃 We do too! Look no further, because now you can check out all this useful information and more in our Engagement Report!
For a report of Engagements, head over to Engagements in your left-hand sidebar then Export!
You'll see the following items on the XLSX. spreadsheet:
Items shown on the report include:
- Client Name
- Client Email Address
- Client ID
- Client Attributes
- Advisor Name
- Advisor Email Address
- Advisor ID
- Engagement Name
- Engagement ID
- Engagement Created Date
- Primary Agreement ID
- Primary Agreement Name
- Primary Agreement Status (Created, Opened, Completed, Voided)
- Additional Agreement IDs
- Invoice IDs
- Subscription IDs
- Deliverable Template Name
- Last Deliverable Submitted Date
- Next Deliverable Due Date