Reports
Live operational metrics derived from your active client base.
7
Total Clients
7 active
R 16,100
Total Revenue (Paid)
0 files closed
5
Creditor Docs Received
9 still outstanding
0
Unassigned Files
Require assignment
Revenue by Service (Total Paid)
Service Mix (Active Files)
Export Options
Client Register
Full client list with ref, service, status, assigned admin and contact details
Pipeline Status Report
All files grouped by pipeline stage with days-in-stage and next action
Revenue by Service
Total fees collected, broken down by service code and month
Admin Workload Summary
Files per admin, service breakdown, and average processing time
Creditor Document Tracker
All outstanding and received creditor docs per client across S1A, S1B, S2, S5
Negative Listings Log
All creditor dispute emails sent, response status, and resolution dates
Closed Files Summary
All CLOSED files with service, fees, date closed, and marketing handoff status
Overdue Files Report
Files stuck in a stage for more than 30 days with last-action date
Unassigned Files Alert
All files currently in INTAKE with no admin assigned
Client Communication Log
All notes, contact logs, and workflow events per client