Custom Report: Client Compliance Report Template

Location

https://app.centricflow.co.uk/a/custom-reports

Template

Client Compliance Report

Description

List all client compliance that are associated to your clients in CentricFlow.

Columns

Company Name

Document ID

Document Name

Date Added

Expiry Date

Verified

Reference

Signed By Client

Signed By Client Date

Onboarding Document

Archived

Document Size

Document GUID

Document Location

Filters

Company Name

Document Name

Reference

Signed By Client

Onboarding

Archived

GUID

Exports

CSV

XLS

PDF

JSON

XML

HTML

Users

All Users

Only To Me