In your PSA, every client is assigned one or more Client Types. These types could be Vendor, Competitor, Former Client as well as your active clients. You may want to eliminate some of these client types in the reports.

The first column of the table contains all of your client types. There are two options to either include certain client types or exclude client types. The 'Inclusive' toggle is used to choose either the second column - Is Excluded (toggle is turned off) or the third column - Is Included (toggle is turned on).  The setting will only allow use of one of the columns.

The decision whether to use the second or third column is related to the use of multiple client types for each client. Clients have one client type that should be included and one client type that should be excluded, the better option is use the 'Is Included'. If any of the client type options is on the 'Is Included' list, the client will be included, whereas the 'Is Excluded' deletes the client if any option type is on the list.

In the example above, Client Tupes 35, 36, 37, and 40 are EXCLUDED. This means if any of the clients has at least one of these Client Types, all information for these clients will be excluded from the reports.

In the example above, the Client Type 39 is the only client type included which means if the client has this client type their information will be included for reporting. Even if the client may have another client type which is not included, only the one client type is necessary.