Clients Overview
This page explains how to find more information about each client.
The Clients module has five basic sections:
  • Reports
  • Findings
  • Assets
  • Details
  • Statistics

Reports Tab

This tab lists all the reports associated with a given client. It can be reached either by clicking the name of the client from the Clients home page or by clicking Reports.

Findings Tab

This tab lists all the findings associated with a given client. It can be reached by clicking the name of the client from the Clients home page and then clicking the Findings tab.

Assets Tab

This tab lists all the assets associated with a given client. It can be reached by clicking the name of the client from the Clients home page and then clicking the Assets tab.
Visit Adding Assets for more information on adding an asset to a report.

Details Tab

This tab provides an overview of findings and client contact information. It also allows the ability to edit client information, import assets, create a report, and add/remove authorized users.
It can be reached by clicking the name of the client from the Clients home page and then clicking the Details tab.
Click Next below to learn about managing client properties.