Client Concerns Report
The Client Concerns report shows every client concern across all contacts in one filterable view, so you can monitor open issues, track resolution timing, and analyze patterns across the company.
Accessing the Report
- Click Reports in the sidebar
- Expand General
- Select Client Concerns
Filters
- Created Date — Filter to concerns started within a specific date range. Use the quick date range selector for common periods (this month, last quarter, this year, etc.).
- Resolved Date — Filter to concerns resolved within a specific date range. Useful for measuring how many concerns were closed in a given period.
- Status — Show Open, Closed, or All concerns. Defaults to Open.
Columns
| Column | Description |
|---|---|
| Contact Name | The contact the concern belongs to. Click the contact name to open the contact's Concerns tab. |
| Title | Concern title. Click the title to open the concern details in a side panel without leaving the report. |
| Client Champion | The team member assigned as champion (leader) for the concern |
| Created Date | Date the concern was started |
| Resolved Date | Date the concern was marked closed (blank if still open) |
| Last Updated Date | Date of the most recent note on the concern, or the created date if no notes have been added |
| Status | Open or Closed |
All columns are sortable.
Totals
A totals row at the bottom of the table shows the count of Open, Closed, and Total concerns matching the current filters.
Exporting
Click Export CSV to download the filtered results as a CSV file. The export includes all visible columns plus the totals row.
Common Use Cases
- Weekly review: Filter to Open concerns to identify outstanding issues that need follow-up.
- Quarterly reporting: Filter by Resolved Date to see how many concerns were closed in the quarter.
- Pattern analysis: Use All status with a wide Created Date range to spot trends across champions or contacts.