Clients are the individuals or organizations your team delivers projects for. Keeping an accurate client list keeps your projects and reporting organized, and makes it easy to filter, group, and report on the work you do for each client.
Managing clients
Access
Managing the client list is limited to Account Owners and Admins only.
📝Note: If you have permission to edit projects, you can still add a new client while creating or editing a project, even without Data studio > Clients access. See Assign a client to a project below.
Clients management
Clients are managed in Data studio > Clients. This is where you can:
Add new clients
View the full list of existing clients and edit them as needed
Delete clients that are no longer needed
See how many projects are assigned to each client
Check who added the client and when
Display options
The display settings let you show or hide two columns:
Projects — the number of projects assigned to each client
Created on — who added the client and the date they were added
Add a new client
To add a client:
1) Navigate to Data studio > Clients,
2) Click on the plus button (+),
3) Enter the client's name,
4) Hit enter to save.
Client is added to the list, and the Created on column updates. Adding clients to Data studio first is the best approach when you want a structured client list in place before you start creating projects.
If you have permission to edit projects, you can also add a client directly from a project's settings while creating or editing it—just type the new client's name into the Client field. A client added this way is automatically added to your team's master client list in Data Studio.
💡 Here's a tip: Clients can also be added via CSV upload on the Project page or via the clients API endpoint.
Edit the client's name
To update a client’s name:
1) Navigate to Data studio > Clients,
2) Click on the client’s name,
3) Update the name as needed,
4) Save wiht Update client.
Changes apply across all projects assigned to that client.
Delete a client
To remove a client:
1) Navigate to Data studio > Clients,
2) Click on the client’s name,
3) Use the action menu in the side panel and select Delete.
Deleting a client removes them from any projects they are assigned to. This action is irreversible and cannot be undone.
Assign a client to a project
You can assign a client to a project in the Client field of each project's settings. If the client is already added to Data studio > Clients, you can select them from the dropdown. Users with permission to edit projects can also add a new client by typing its name in the Client field directly.
If you want to assign or update the client for several projects, you can use the bulk edit function on the Project page. After selecting two or more projects, click Edit and select the client from the list.
View projects assigned to each client
In Data studio > Clients, you can view how many projects are assigned to each client. Clicking the number redirects you to the Projects page and automatically applies the Client is filter to show only projects for that client. This makes it easy to quickly review and manage related projects.
On the Projects page, you can sort projects by client by clicking the Client column header. This is the fastest way to identify any projects without a client assigned.
You can also use the Client is filter to display projects for specific client(s) only.
Client report
You can view client-level reporting data in the Clients tab of the Projects Report.
In the Clients tab, projects are grouped by client and display the budget per client (if the same budget type is selected for all their projects) and their scheduled (and logged, if on the Pro or Enterprise plans) data.