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All clients

Compare any report across every client you look after.
What changed this month

Mail forwarding

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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Every place mail leaves a mailbox automatically: admin-set forwarding and inbox rules.

ClientMailboxForwards toSet byOutside the organisationKeeps a copy
Contoso Legal LLP highannabel.fraser@contoso.exampleannabel.fraser@homemail.exampleAdmin (mailbox setting)YesYes
Contoso Legal LLP highannabel.fraser@contoso.exampleannabel.fraser.home@homemail.exampleInbox rule "Copy to home"YesYes
Contoso Legal LLPinfo@contoso.exampleoffice.manager@contoso.exampleInbox rule "To manager"NoYes
Contoso Legal LLP higholiver.hill@contoso.examplebookkeeping@ledgerline.exampleInbox rule "Invoices to bookkeeper"YesYes
Fabrikam Dental Group highrhys.walker@fabrikam.examplerhys.walker@homemail.exampleAdmin (mailbox setting)YesNo
Fabrikam Dental Group highrhys.hall@fabrikam.examplerhys.hall@homemail.exampleAdmin (mailbox setting)YesNo
Fabrikam Dental Group highanna.kowalski@fabrikam.exampleanna.kowalski@homemail.exampleAdmin (mailbox setting)YesYes
Fabrikam Dental Group highanna.kowalski@fabrikam.exampleanna.kowalski.home@homemail.exampleInbox rule "Copy to home"YesYes
Fabrikam Dental Groupinfo@fabrikam.exampleoffice.manager@fabrikam.exampleInbox rule "To manager"NoYes
Fabrikam Dental Group highthomas.robinson@fabrikam.examplebookkeeping@ledgerline.exampleInbox rule "Invoices to bookkeeper"YesYes
Northwind Traders highgrace.taylor@northwindtraders.examplegrace.taylor@homemail.exampleAdmin (mailbox setting)YesNo
Northwind Traders highann.patel@northwindtraders.exampleann.patel@homemail.exampleAdmin (mailbox setting)YesYes
Northwind Traders highann.patel@northwindtraders.exampleann.patel.home@homemail.exampleInbox rule "Copy to home"YesYes
Northwind Tradersinfo@northwindtraders.exampleoffice.manager@northwindtraders.exampleInbox rule "To manager"NoYes
Northwind Traders higholivia.smith@northwindtraders.examplebookkeeping@ledgerline.exampleInbox rule "Invoices to bookkeeper"YesYes

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.