Reporting to the Client
The Client Advisory Report can be generated as part of finalising the job. It's an editable Word document that you can choose to send yourself and / or the client. It contains a summary of the job including the number of transactions analysed, the number of review points generated and associated adjustments. It also includes the profit figure pre and post adjustments and the amount the profit has changed resulting from the adjustments.
There's a graph showing the transaction volumes by type and a summary table of the number of review points and value in each area.
There's an adjustment summary but the full detail is included in the appendices along with the entire list of review points. Take a look at a sample report to see the full detail and then benefit this can provide the client..