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How Can I See a Report of All Projects for a Client With an Open Balance?

Here's how to use Custom Columns and filters to view all projects for a specific client that still has a due balance.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

This feature is available on all Goodshuffle Pro Plans.

Need to send a client a summary of all their outstanding projects? You can use the Project list, Custom Columns, and filters to create a quick report.

Step 1: Add Helpful Custom Columns

From your Project list, click Edit Columns and add the following columns:

  • “Client Name”

  • “Due Balance”

  • “Billing Status”

These will give you visibility into what’s outstanding and for whom.

Step 2: Filter and Search by Client

To narrow it down:

  • From the Project list, use the "Client" Search bar to type the client’s name.

  • Apply the “Due Balance” filter to show only projects with a remaining balance (Article).

This will leave you with a focused list of open-balance projects for that specific client.

Step 3: Export the Report

Once filtered:

  1. Select all relevant projects or just the “Due” ones.

  2. Click the “Download” button in the top right.

  3. Export the list to an Excel document to share with your client.

Tip: You can also save your filtered view to quickly return to it later.


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