Client Name on Custom Financial Reports

Client Names can be added as a variable for the Template and/or Column Headers in the Custom Financial Reports Writer to populate the Client Name. It can be beneficial to include the Client Name variable in the Template header to help classify Reports, Column header for Columns set to repeat by a Client Location Reporting Category, and Column header for Columns that have Org Units manually set to represent a specific Client. Reports with this variable can be across instances individually or via Report Packages if desired.

Before adding this variable to Reports, ensure that all Locations have a Client assigned to them. Otherwise, the report will display as 'Client Missing', even if only one out of many Locations does not have a designated Client.