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Clients With No Review Meeting in the Past 12 Months Report
Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Clients With No Review Meeting in the Past 12 Months Report

The Clients with no review meeting in past 12 months report helps identify contacts who may need review-meeting follow-up.

The report heading is Clients with Issued AUM Accounts & No Review Meetings in the last 12 Months. This is a rolling past-12-month exception report. No user-selectable date range is shown on the report page.

The report uses the following visible criteria:

Criteria: contacts with Issued AUM and no meetings in LC or review meetings in Redtail in the last 12 months.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Open Compliance Reports.
  3. Select Clients with no review meeting in past 12 months .

Understand the Report Scope

Use this report to review contacts with issued AUM who match the report’s rolling past-12-month review-meeting criteria.

  • Issued AUM defines the account-related scope shown in the report.
  • LeadCenter meetings and Redtail review meetings are referenced in the report’s visible criteria.
  • Contact Last Meeting and Family Member Last Meeting provide meeting-history context for the contact and household.

This report surfaces matching contacts and links to their records. It does not schedule meetings, create review reminders, or change contact records.

Filter the Report

Use the filters at the top of the report to narrow the contact list. The KPI card and contact list respond to the selected filters.

Available filters include:

  • Source
  • Category
  • Medium
  • Service Advisor(s)
  • Writing Advisor(s)
  • AUM Issued?
  • Client Status

The visible default for AUM Issued? is Yes.

Select Reset Filters to clear the selected filters and return the report to its default view.

Review the KPI Card

The Clients with no meetings in the past 12 months KPI card shows the count of contacts matching the report’s stated criteria and current filters.

Review the Contact List

The contact table provides contact-level detail for the matching records.

The contact list includes:

  • Contact ID
  • Contact Name
  • Client Status
  • Client Since
  • Contact Last Meeting
  • Family Member Last Meeting
  • Stage
  • Source
  • Lead Owner
  • Service Advisor
  • Writing Advisor
  • Created Date
  • Closed Date
  • AUM Issued

Select a Contact ID to open the related contact record in LeadCenter.

Use Table Controls

The contact table includes controls labeled Optional metrics, Show applied filters, and Show chart menu.

Download the Report

Select Download (PDF) to download the current report view as a PDF.

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