You can now view the list of clients present for an organization in the newly introduced Client Listing Report

Steps

1. Log in to BrightAccountsProduction and click Reports on the left panel.
2. Click Client Listing Report under the heading Client Reports.
3. On the Client Listing page, enter the required details to view the Client Listing.
   

   FIELD	STEP
   CLIENT NAME	Enter the client name for which you want to view the report.
   ENTITY TYPE	Select the entity type from the drop-down list.
   BOOKKEPPING	Select the checkbox if it is a bookkeeping client.

4. Click Run. The Client Listing table with display the Client Listing Report with all the related details.

To download the Client Listing Report as a PDF, click Save.
To download the Client Listing Report in CSV format, click Excel.
To print the the Client Listing Report, click Print.