Viewing close status
The table lists all your active clients with one column per month, showing the close status for each period. If a client has a date-range project (e.g. Jan – Mar), the status appears in the last month of the range.
Click a client name to go directly to their project list.
Searching and filtering
Use the Search bar at the top to find clients across all columns. Each column also has its own filter — click the filter icon on any column header to narrow down rows by that column's values. Filters reset when you refresh the page.
Click any column header to sort the table. Click again to reverse the order. The table defaults to clients sorted A → Z.
Customising columns
Click the column settings icon in the top-right corner of the table.
Under Manage columns, drag rows to reorder them. Uncheck a column to hide it from the table.
Under Add from client properties, check any field to add it as a column.
Under Period columns order, choose Ascending or Descending to control the direction months are displayed.
Click Save changes to apply. Your column setup applies to everyone in your firm.
Exporting to Excel
You can export this report to Excel using the Export Excel button in the top-right corner of the table.
Explainer Video