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Client Analysis Groups

You can generate a report that includes only clients that belong to specific analysis groups. This enables you to ensure that your reports focus only on the information you need.

There are several types of analysis group:

You can assign a client to client analysis groups in their client details record's Client Analysis Groups section.

You can set up client analysis groups to suit your organisation's needs. Any client analysis group you set up will be available in the Client Analysis Groups section.

Client Analysis Groups Example

Let's look at a simple example of how you set up and use Client Analysis Codes.

Suppose that your organisation deals with clients in several locations, and you need to run client reports focusing on specific locations.

Let's see how you set up analysis codes to meet this requirement.

Step 1: Create Client Analysis group called 'Location'

  1. Open the Utilities view in the left-hand pane.
  2. Click Analysis Groups in the left-hand pane.
  3. Click New.
  4. In the Analysis Group field, type Location.
  5. In the Analysis Type field, select Client.
  6. Click Submit.

You have created the Location client analysis group.

Step 2: Add client analysis codes to 'Location'

  1. Open the Utilities view in the left-hand pane.
  2. Click Client Analysis.
  3. Select Location in the Groups drop-down list.
  4. Click New.
  5. In the Analysis Code field, enter a location, such as London.
  6. Add in any other relevant codes in the same way.
  7. Click Submit.

You have added client analysis codes to the Location client analysis group.

Step 3: Assign a client to a Location analysis code

  1. Open the Edit view in the left-hand pane.
  2. Click Clients in the left-hand pane.
  3. The Clients window opens in the main workspace. Open the Analysis Groups tab.
  4. The Location drop-down list is now available in this section because you have set up the Location analysis group. The items in the drop-down list are the client analysis codes you added to the analysis group. Select a location in the drop-down list.
  5. Select the relevant client and click EDIT.
  6. Click Submit.

You have assigned the client a location.

Now you can now use the Location client analysis group when you are running reports. it enables you to target clients at specific locations and exclude other clients.

See also

Clients Window

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