Client Details Report

11/02/2026
Knowledge

How To

Location: LEAP Menu > Reports > Matter & Clients > Client Details

Purpose: Enables centralised, comprehensive client information in one document, facilitating easy access and management as well as targeted 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.

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Key Features:

Provides client details, including names, contact information, supplier status and marketing consent status, filterable by creation date, matter, staff and other criteria.
Report generation involves first setting filters to generate a client list. Search within or review the client list, and select clients to Export and download the details. The Export button is on the top right of the browser window.
The exported, downloaded report provides comprehensive client information, including Name (Short/Full), Email Address, Address (Street/PO Box/DX), Date of Birth, Phone/Mobile/Fax Number.

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

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This report only features client cards. For a report that also features non-client cards, please refer to the Card Details Report.

Report Filters:

Add Creation Date Filter	Determines whether to include a filter for 'Creation Date'. No (Default): 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. County: Filters results to include only those associated with the selected County. 3. Supplier Only: Yes: Displays client details only for cards labelled as 'Supplier'. No: Displays client details for both 'Supplier' and non-Supplier cards. 4. Has Marketing Consent: Yes: Displays client details only for cards labelled as having 'Marketing Consent'. No: Displays client details regardless of whether they are labelled as having marketing consent. NOTE: A card can be labelled as 'Supplier' or having 'Markeing Consent' under the 'Notes & Other' tab within the card.

Client List (selected for Export):

Short Name	Client's short name.
Client Name	Client's full name.
Card Type	The type of card.
Street Town/City	The Town/City of the street address on the card.
Po. Box Town/City	The card's Po Box Town/City.
Exchange	The card's D.X. Exchange location.
Street Post Code	The card's street Post Code.
PO. Box Post Code	The card's PO. Box Post Code.
Supplier?	Displays if the client card is a Supplier card.
Marketing Consent?	Displays if the client card has been labelled as having 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, County, Postcode, 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 County, POBox Postcode	Displays POBox address information entered under the 'Address' tab on the card.
Dx Instructions, Dx Number, Exchange	Displays DX Exchange location entered under the 'Address' tab on the card.
Mkt Consent?	Displays if the client card has been labelled as having Marketing Consent under the 'Notes & Other' tab within the card.

Last Modified Date

11/02/2026 11:53 pm

Title

Client Details Report

URL Name

Client-Details-Report-UK

Resolution