Reports
Clients Report
Find active clients by the date they were added and export their contact details.
Last checked 10 November 2026
Use Reports > Clients to find active client records added during a period. This report uses the date a client was added to PlanMan, rather than a quote date, project date or last contact date.
Run the report
- Open Reports > Clients.
- Enter From and To dates for the added-date period you want to review.
- Click Run Report.
You can leave a date blank when you do not need that boundary. The result includes the client number, company, name, phone and email. Click a linked client number, company or name to open the client record.
Export the results
After running the report, use the download control above the results table and select CSV, Excel or PDF. The export is based on the report you have run. Change the date fields and run it again before exporting a different period.
The report requests active clients only. An archived client will not appear simply because its original added date falls inside your range. If a result is missing, check the client's active or archived status and the date range.
Access to the Reports area depends on your permissions. Ask your administrator if the Reports menu is unavailable.
For work won or invoiced during a period, use the Quotes Report or Invoices Report instead of using a client's added date as a measure of activity.