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All clients

Compare any report across every client you look after.
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Groups and Teams

Every row from every client, with the client first. Filter, sort and hide columns as on a client's own report; downloads keep the view.

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People from outside the organisation who are members of a team or group, and can read its files and conversations.

ClientGuestTeam or groupType
Contoso Legal LLPaccounts@hollis-partners.exampleClientsTeam
Contoso Legal LLPaccounts@hollis-partners.exampleFinanceMicrosoft 365 group
Contoso Legal LLPj.okafor@brightpath-consulting.exampleClientsTeam
Contoso Legal LLPlee_partner.org#EXT#@contoso.onmicrosoft.comProject PhoenixTeam
Contoso Legal LLPpat@supplier.exampleProject PhoenixTeam
Contoso Legal LLPpat@supplier.exampleSalesTeam
Fabrikam Dental Groupaccounts@hollis-partners.exampleFinanceMicrosoft 365 group
Fabrikam Dental Grouplab@dentlab-uk.examplePatient RecordsTeam
Fabrikam Dental Grouplee_partner.org#EXT#@fabrikam.onmicrosoft.comProject PhoenixTeam
Fabrikam Dental Grouppat@supplier.exampleProject PhoenixTeam
Fabrikam Dental Grouppat@supplier.exampleSalesTeam
Northwind Tradersaccounts@hollis-partners.exampleClientsTeam
Northwind Tradersaccounts@hollis-partners.exampleFinanceMicrosoft 365 group
Northwind Tradersj.okafor@brightpath-consulting.exampleClientsTeam
Northwind Traderslee_partner.org#EXT#@northwindtraders.onmicrosoft.comProject PhoenixTeam
Northwind Traderspat@supplier.exampleProject PhoenixTeam
Northwind Traderspat@supplier.exampleSalesTeam

Built from each client's latest collection with the same report as the client's own page. Select a client's name to open its report.