Client Overview Report

View your clients across categories from a high level.

The Client Overview Report allows you to see the most recent category scores from each of your clients in one place. You can see the scores separated by section and category per client and it is customizable based on what values you set for medium and high scores, the dates of reviews, and what categories are shown.

Go to Reports → Client Overview

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Select your Clients, Sections, Categories, the date from which you want to report - keep in mind myITprocess pulls the most recently-reviewed categories, and that date may differ from the date you run this report - and finally, set custom values for your Category Scores.

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