# Clients (By Trade Volume)

https://docs.wisecp.com/es/clients-by-trade-volume

Clients (By Trade Volume) ranks your clients by what they have actually paid you, so you can see who carries the revenue and treat those accounts accordingly.

## Opening the Screen

Select **WAnalytics** in the sidebar, then open **Clients** and **High Trade Volume** on the report rail at the left. The direct address is `{admin}/wanalytics/clients/by-high-trade-volume`.

## What Is on the Screen

The report header carries the report name, an info icon and the PDF button. Hover the info icon for a one line reminder of what the report is for. There is no period control here: the report covers every payment ever received.

- **Figure rail**: the total trade volume and the number of clients behind it.
- **Volume Tiers**: a ranked list showing how many clients fall into each tier.
- **Clients (By Trade Volume)**: the client list, with a tier filter, a search box, a download button and a per page selector.

## Fields

### Figures

- ****Trade Volume****: The total of all paid invoices, in your local currency.
- ****Clients****: How many clients have at least one paid invoice. Clients who never paid are not in this report.

### Volume tiers

Every client falls into one of four tiers by total volume. The tier appears as a badge under the amount in the list, and the tier filter above the list carries the same names with their limits.

- ****Premium****: 10,000 and above.
- ****High Volume****: 5,000 up to 10,000.
- ****Medium Volume****: 1,000 up to 5,000.
- ****Low Volume****: Anything under 1,000.

### List columns and controls

- ****Client****: Name and company, linked to the client record.
- ****Trade Volume****: Everything that client has paid, with the tier badge under it. The list arrives sorted by this column, largest first.
- ****Invoices****: How many paid invoices are behind that amount. Click the heading to sort the list by this column.
- ****Avg. Invoice****: The volume divided by the number of paid invoices.
- ****Last Payment****: When that client last paid an invoice. Click the heading to sort the list by this column.
- ****Status****: The state of the account, such as active or blocked.
- **Tier filter**: Optional. Limits the list to one tier. Default: **All Volumes**.
- **Search box**: Optional. Searches the client name, the email address and the company name.

## Tasks

### See how the revenue is spread

1. Read **Volume Tiers** from the top. Each row gives the number of clients in that tier and its share.
2. Compare that with the **Trade Volume** figure. A few names carrying most of the total is a risk worth knowing about.

### Pull out one tier

1. Open the tier select above the list and pick a tier, for example Premium.
2. The list is limited to that tier, and your choice is added to the page address so the link can be shared.
3. Pick **All Volumes** to bring every client back.

### Take the report out of the panel

1. Click the PDF button in the report header to save the figures, the tiers and the visible rows as a document.
2. Click the download button above the list, then pick CSV, JSON or XML to save the rows as a file.

## Things to Watch

> **Only paid invoices count**
> 
> Unpaid, cancelled and refunded invoices are outside this report. A client with large open invoices can look small here, so do not read the tier as a credit rating.

> **Currencies are converted**
> 
> Invoices paid in another currency are converted to your local currency at the current rate. The same client can move between tiers when your rates change.

> **What the file holds**
> 
> Every row matching the current tier and search is written, not only the page you see. Sorting is kept and paging is dropped.

## Required Privileges

- ****WANALYTICS****: Required to open this report and every other WAnalytics report.

## Related Articles

- [Clients (Overview)](https://docs.wisecp.com/en/clients-overview)
- [Clients (By Country)](https://docs.wisecp.com/en/clients-by-country)
- [Clients (With Balance)](https://docs.wisecp.com/en/clients-with-balance)
- [Invoice Income Report](https://docs.wisecp.com/en/invoice-income-report)
- [Client List](https://docs.wisecp.com/en/client-list)