The active client count report provides an overview of active clients across different offices and partners. Clients with a Current status are treated as active.
The report includes a filter for client status.
Drill‑through is available on client count at partner level.
Set up the active client count report
This section explains how to set up and customise Active Client Count.
1. Log into Zap Data Hub
2. Open the Designer
From the Zap Data Hub menu, click Designer
3. Import the report
Open your Personal folder
From the Folder menu, click Import
Download Active Client Count.zap
Select Active Client Count.zap
Click Open
Complete the required fields
Click Next and follow the prompts
Click Close
4. Save the report
Click Save, then click Close from the Home menu
The active client count report is now ready to use.