Sample Master List Reports
August 20, 2024
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Master Lists include client and staff lists, activity codes, expense codes, an engagement list, and more. This article shows examples of each included report to help you decide which to run.
Accessing Master List Reports
You can access Master List reports from the menu.
- Click
Reports. - Click the Master Lists tab.
- Click the desired report.
For additional information, see the Reports Overview article.
Available Reports
The following Master List reports are available in Mango.
- Activity Codes
- Billing Group By Billing Partner
- Client List – Active Clients
- Client List – Active Clients Without Projects
- Client List – Address, Email and Phone Numbers
- Client List Assignments
- Client List by Groups
- Client List Grouped by Engagement Type
- Client List – Inactive Clients
- Client List – Missing Assignments
- Client List with Address and Phone Numbers
- Client List with Billing Group
- Client List with Client Numbers
- Client List with Contacts
- Client List with Engagements
- Client Manager Assignments Grouped by Staff
- Client Notes Report
- Client Referrals
- Engagement List
- Expense Codes Listing
- New Clients by Year
- Staff Activity by Code
- Staff List with Address and Phone Numbers
- Staff List with Default Billing Rates & Cost
- Staff List with Security Profiles
Activity Codes
Listing of Activities grouped by Activity Group.
Billing Group By Billing Partner
Billing Group based on Billing Partner.
Client List – Active Clients
Client Listing of Active Clients.
Client List – Active Clients Without Projects
Client listing of active clients without assigned projects.
Client List – Address, Email and Phone Numbers
Client Listing with Address and Phone Numbers.
To get a cleaner report, you can use the Export feature instead. Select the Client Listing with Address and Phone Numbers report, select a Report Format of Excel, and click the ? to open Exports. Select an Export Type of Clients / Client Contacts, select your columns, and export to CSV or PDF.
Client List Assignments
Client Listing with Client Type, Originating Partner, Billing Partner, and Staff Assigned.
Client List by Groups
Client List grouped by Client Groups.
Client List Grouped by Engagement Type
Client List grouped by Engagement Type.
Client List – Inactive Clients
Client Listing of Inactive Clients.
Client List – Missing Assignments
Client Listing that will print clients with missing Client Type, Originating Partner, and Billing Partner.
Client List with Address and Phone Numbers
Client Listing with Address and Phone numbers. Sorted by Client Name.
Client List with Billing Group
Listing of billing groups with associated clients.
Client List with Client Numbers
Client Listing with Client Type and Client Numbers.
Client List with Contacts
Client List with Contact Name and Telephone Numbers.
Client List with Engagements
Client listing with Engagements.
Client Manager Assignments Grouped by Staff
Client Manager Assignments grouped by Staff.
Client Notes Report
Customer notes grouped by clients sorted by category.
Client Referrals
Client List sorted by Referred By.
Engagement List
Listing of Engagement setup at the Company Level.
Expense Codes Listing
List of Active and Inactive Expenses.
New Clients by Year
Client Listing of Clients created and group by year. Report can be filtered by date.
Staff Activity by Code
Staff listing of clients, activities, and amounts.
Staff List with Address and Phone Numbers
Staff Listing with addresses and contact information.
Staff List with Default Billing Rates & Cost
Staff Listing with default billing rates and staff cost.
Staff List with Security Profiles
User Listing with Security Profile grouped by Security Profile.
