Report that Totals Number of Clients for an Attorney

Question

Is there a report that totals the number of clients an attorney has?

Nancy Duhon · Accepted Answer

Best you can do is assign a Custom Field to each client that tells Timeslips which Timekeeper this client "belongs to." Then you can run a Client Listing sorted by that Custom Field to have them list out by that value. 
 It won't count them up, only list them. But you could out put the result to an Excel spreadsheet for a quick tally. 
 Nancy Duhon, Esq. Duhon Technology Solutions, LLC Master Certified Consultant for Sage Timeslips Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions. 404-325-9779 duhon@duhon.biz

SRF · Answer

As usual, Nancy's answer sounds right. 
 But also, try this: 
 - Set up the custom field like Nancy suggests. 
 - Create a user-defined summary report with only one field: Record Count (it's in the Client Values group). 
 - Set up the Sort/Subtotal screen with only one sort: that custom field above, Subtotal = Yes. 
 - Print it to display. Adjust as needed. 
 Good Luck!

Sage Timeslips

Report that Totals Number of Clients for an Attorney

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