Client Care Inventory Tracking Reports

The Client Information Module has several built-in or standard client event reports that are described in the table below.

Report Contains this Information
CI Inventor By Client The client’s code and full name along with the client’s inventory items including the item type, description, color, brand, quantity, received date, acquired from, size, model number, serial number and cost grouped by the client.
CI Inventory By Item Type The item type, the client code, client full name, the item description, brand, color, quantity and received date

For information on running reports or creating your own client event reports, refer to the Report Wizard Guide available by logging in to our support website Support Portal.

Other Resources

Client Support Portal