Inactive Clients Report

The Inactive Clients Report provides a means to list Clients where there has been no activity since a specified date.  When run, the report checks for fees, disbursements, invoices or accounting activity that has occurred since the last activity date specified.  If no activity is found, the Client is listed on the report.  The report also tells you the last date of activity and what type of activity was found: fees, disbursements, invoice, accounting, multiple or none.

SORT ORDERS
Originating ID, Client Code
Originating Name, Client Code
Originating ID, Client Name
Originating Name, Client Code
Originating ID, Client FileAs (Last Name)
Originating Name, Client FileAs (Last Name)
Client Code, Originating ID
Client Code, Originating Name
Client Name, Originating ID
Client Name, Originating Name
Client FileAs, Originating ID
Client FileAs, Originating Name

OPTIONS
One Originating or All
Detail or Summary Report
All Clients, Only Clients with Open Matters or Only Clients with No Open Matters
Clients Opened Date Range
New Page on Group Change