All Collections
Automated Reporting
Getting started with the Clients Summary Report
Getting started with the Clients Summary Report

Report showing total sales opportunity, broken down by device type and organization

Randy White avatar
Written by Randy White
Updated over a week ago

The Clients Summary Report outlines and breaks down your total estimated sales opportunity by device type and client, in a single PDF.

To access this report:

  1. Navigate to your Clients console

  2. Click the Clients Summary Report button on the right-hand side of the page

Where the information comes from

The values here are based on the average value per hardware asset, which you can customize in your Hardware replacement settings.

What the report looks like

Additional articles to read

Did this answer your question?