Client Queries

Use the client queries report for bills without attachments and un-reconciled bank transcations

Aaron Wittman avatar
Written by Aaron Wittman
Updated over a week ago

The client queries report in Analytics will show what Queries are outstanding that can be shared or exported to Excel for usage.

The following steps outline how to use this report.

Open Analytics and click on the Client Reports icon on the left.

Select or search for the client you want to view

Click on the Open Report for Client queries

You will have three tabs to view the following information.

  • Unreconciled Transactions

  • Bills without attachments

  • Bank Transactions without attachments

Power Tip - You can also export this data to Excel using the ... in the corner of each report, which is the standard for every PowerBI report in XBert.

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