Client Details Report

Feb 11, 2026
Knowledge

How To

Location: LEAP Menu > Reports > Matters & Clients > Clients & Cards > Client Details

Purpose: Displays client details, including names and contact information, with filters for creation date, matter, staff and other criteria. Users can search or browse the client list and select clients to download their details.

The report provides centralized, comprehensive client information in one document, facilitating easy access and management, as well as targeted client engagement and marketing efforts.

The Client Details report, when exported to a Microsoft Excel file and downloaded onto your device's Downloads folder, will show you your clients' names and email addresses.

NOTE: This report exclusively focuses on client cards. For a report that also shows other types of cards, please refer to the Card Details Report.

Key Features:

Offers various filter options, including matter-related filters, card type, creation date, and whether 'Market Consent' has been given.
Report generation involves first setting filters to generate a card list, selecting the cards you wish to download or choosing all cards, and then Exporting or downloading the report in either Excel or CSV format. The Export button is on the top right of the browser window.
You can export the report as an Excel spreadsheet to view comprehensive client information, including Name (Short/Full), Email Address, Address (Street/PO Box), Date of Birth, Phone/Mobile/Fax Number, and TIN.

Data source: The report pulls data from the selected client cards, including information from the 'Details' and 'Address' tabs.

Report Filters:

Add Creation Date Filter	Determines whether to include a filter for 'Creation Date'. No: Displays all client details without applying a creation date filter. Yes: Adds a date range filter, enabling users to filter results based on the creation date of the Client Card.
Date Range	Enables users to filter results based on the creation date of the Client Card, only available when the 'Add Creation Date Filter' is set to Yes.
Matter	Includes the following two filters: Matter Status: Filters results to include only matters with the selected status(es). Matter Types: Filters results to include only matters with the selected type(s).
Staff	Includes the following two filters: Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the Person Responsible. Staff Acting: Filters results to include only matters where the selected staff members are assigned as the Person Acting.
Display	Includes the following four filters: 1. Card Type: Filters client details by the type of client card. By default, all options are selected: People Business Company Government Trust 2. State: Filters results to include only those associated with the selected state. 3. Supplier Only: Yes: Displays client details only for cards labeled as 'Supplier'. No: Displays client details for both 'Supplier' and non-Supplier cards. 4. Has Marketing Consent: Yes: Displays client details only for cards labeled as having 'Marketing Consent'. No: Displays client details regardless of whether they are labeled as having marketing consent. NOTE: A card can be labeled as 'Supplier' or having 'Markeing Consent' under the 'Notes & Other' tab within the card.

Client List (selected for Export and Download):

Short Name	The Client's short name.
Client Name	Clients Full Name.
Card Type	The card type.
Street Town/City	The Town/City entered for the street address on the card.
PO.Box Town/City	The Town/City entered for the PO.Box address on the card.
Street ZIP Code	The ZIP code entered for the street address on the card.
PO.Box Zip Code	The ZIP code entered for the PO.Box address on the card.
Supplier?	Displays if the card is a supplier card or not.
Marketing Consent?	Displays if the card has Marketing Consent.

Report Fields in the Exported Downloaded Version:

Short Name, Client Name, First Email Address, Date of Birth	Short Name: Displays the person's surname entered on the card. If there are multiple persons on the card, it will display all of their surnames, separeted by '&'. Client Name: Displays the person's full name entered on the card. If there are multiple persons on the card, it will display all of their full names, separeted by '&'. NOTE: For a non-Person card, both Short name and Card Name fields display the same name without any distinction. First Email Address: Displays the email address(es) entered under the 'Detail' tab on the card. Date of Birth: Displays the person's Date of Birth. If there are multiple persons on the card, it will only display the first person's Date of Birth.
Building Name, Street Level, Number, Street, Town/City, State, Zip Code, Country	Displays street address provided under the 'Address' tab on the card.
Phone, Home, Work, Mobile, Fax	Displays contact numbers entered under the 'Details' tab on the card.
POBox Instructions, POBox Type, POBox Number, POBox Town/City, POBox State, POBox Zip Code	Displays POBox address information entered under the 'Address' tab on the card.
TIN	Displays the TIN number entered under the 'Details' tab on the card, only relevant to the following card types: Company, Business/Partnership, and Government.
Marketing Consent?	Displays if the client card has been labeled as having Marketing Consent.

Reports (BETA)
Reports

Report Filters:

Add Creation Date Filter	Determines whether to include a filter for 'Creation Date'. No: Displays all client details without applying a creation date filter. Yes: Adds a date range filter, enabling users to filter results based on the creation date of the Client Card.
Date Range	Enables users to filter results based on the creation date of the Client Card, only available when the 'Add Creation Date Filter' is set to Yes.
Matter	Includes the following two filters: Matter Status: Filters results to include only matters with the selected status(es). Matter Types: Filters results to include only matters with the selected type(s).
Staff	Includes the following two filters: Staff Responsible: Filters results to include only matters where the selected staff members are assigned as the Person Responsible. Staff Acting: Filters results to include only matters where the selected staff members are assigned as the Person Acting.
Display	Includes the following four filters: 1. Card Type: Filters client details by the type of client card. By default, all options are selected: People Business Company Government Trust 2. State: Filters results to include only those associated with the selected state. 3. Supplier Only: Yes: Displays client details only for cards labeled as 'Supplier'. No: Displays client details for both 'Supplier' and non-Supplier cards. 4. Has Marketing Consent: Yes: Displays client details only for cards labeled as having 'Marketing Consent'. No: Displays client details regardless of whether they are labeled as having marketing consent. NOTE: A card can be labeled as 'Supplier' or having 'Markeing Consent' under the 'Notes & Other' tab within the card.

Client List (selected for further download):

Short Name	The Client's short name.
Client Name	Clients Full Name.
Card Type	The card type.
Street Town/City	The Town/City entered for the street address on the card.
PO.Box Town/City	The Town/City entered for the PO.Box address on the card.
Street ZIP Code	The ZIP code entered for the street address on the card.
PO.Box Zip Code	The ZIP code entered for the PO.Box address on the card.
Supplier?	Displays if the card is a supplier card or not.
Marketing Consent?	Displays if the card has Marketing Consent.

Report Fields in the Downloaded Version:

Short Name, Client Name, First Email Address, Date of Birth	Short Name: Displays the person's surname entered on the card. If there are multiple persons on the card, it will display all of their surnames, separeted by '&'. Client Name: Displays the person's full name entered on the card. If there are multiple persons on the card, it will display all of their full names, separeted by '&'. NOTE: For a non-Person card, both Short name and Card Name fields display the same name without any distinction. First Email Address: Displays the email address(es) entered under the 'Detail' tab on the card. Date of Birth: Displays the person's Date of Birth. If there are multiple persons on the card, it will only display the first person's Date of Birth.
Building Name, Street Level, Number, Street, Town/City, State, Zip Code, Country	Displays street address provided under the 'Address' tab on the card.
Phone, Home, Work, Mobile, Fax	Displays contact numbers entered under the 'Details' tab on the card.
POBox Instructions, POBox Type, POBox Number, POBox Town/City, POBox State, POBox Zip Code	Displays POBox address information entered under the 'Address' tab on the card.
TIN	Displays the TIN number entered under the 'Details' tab on the card, only relevant to the following card types: Company, Business/Partnership, and Government.
Marketing Consent?	Displays if the client card has been labeled as having Marketing Consent.

Filters:

Matter Status	Displays cards containing the selected Matter Status.
Matter Type	Displays cards containing the selected Matter Type.
Card Type	Displays cards containing the selected Card Type.
Supplier Only	Displays supplier cards only
Staff Resp	Displays cards containing the selected Person Responsible on the card's matter.
Staff Act	Displays cards containing the selected Person Acting on the card's matter.
State	Displays cards containing the selected State.
Has Marketing Consent	Displays cards which have marketing consent ticked on the card.
Creation Date	Displays Cards that have been created within the selected date range.
Date From	Displays cards created from this date.
Date To	Displays cards created until this date.

Report Fields:

Short Name	The Client's short name.
Client Name	Clients Full Name.
Card Type	The card type.
Street Town/City	The suburb on the card.
PO.Box Town/City	The suburb on the card.
Street Zip Code	The zip code on the card.
PO.Box Zip Code	The zip code on the card. Supplier: Displays if the card is a supplier card or not.
Supplier?	Displays if the card is a supplier card or not.
MKT Consent?	Displays if the card has Marketing Consent.

Last Modified Date

2/11/2026 7:00 PM

Title

Client Details Report

URL Name

Client-Details-Report-US

Resolution