Client-Since Anniversaries Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Client-Since Anniversaries Report.  

To access the Client-Since Anniversaries Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 


On the resulting page, your Client-Since Anniversaries Report is accessible within the Reminder Reports section: 


After clicking Client-Since Anniversaries, your report will open up, displaying your clients who have recently had or will soon have client anniversaries with your firm. Here's a look at a sample Client-Since Anniversaries Report: 


If you click a contact's name, you'll be carried to the contact's Overview page. 

Above your Client-Since Anniversaries Report, you'll see several Options: 

The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:
Clicking export will download the data and allow you to open it up in Microsoft Excel. 
The pdf button downloads a report, suitable for printing. 
Search sends the currently displayed contact names in your Client-Since Anniversaries Report to your Advanced Search page, where you can take further actions with those contacts. 
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