Client Registration Report
To run a Client Registrations Report:
Select Client Registrations from the Reports menu at the top of the webpage.
Review your pre-selected Agency
Select the Registration from Date.
Select the Registration to Date.
Select Search.
View and Navigate Client Registrations
After selecting Search, SmallBusinessCentral will display a list of 15 small businesses and small business entrepreneurs in alphabetical order. You can navigate through the list using the page number links located on the top right hand corner of each table. Selecting View Business or View Entrepreneur will open the application in a separate tab.
Export the Report
You can select Export to download the Client Registration Report in Excel format. The exported report includes a comprehensive list of all small businesses and small business registered by your agency on two separate tabs. The exported report includes key data collected at the point of registration for the small business or small business entrepreneur.
Please note that the Client Registration Report will only show clients that your agency has registered. If you assist a client that had been registered by a different agency, it will not be included on this report.
Last updated