The active client count report gives you an overview of active clients across different offices and partners. Clients with a Current status are treated as active.
The report includes the following features:
A filter for client status.
Drill-through on client count at partner level.
Set up the active client count report
Log in to Zap Data Hub.
From the Zap Data Hub menu, click Designer.
Open your Personal folder, then from the Folder menu, click Import.
Download Active Client Count.zap.
Select Active Client Count.zap, then click Open.
Complete the required fields, then click Next and follow the prompts.
Click Close.
From the Home menu, click Save, then click Close.
The active client count report is now ready to use.