To see how many of your clients are limited companies in BrightManager, follow these steps:

Method 1: Using Filters

1. Go to Clients > Client List.
2. Press Quick Start and select Add Filters.
3. From the filter options, choose Client Type.
4. Select the option Contains and type in “Limited Companies”.
5. Press Add Filter.
   Your client list will now be filtered to show only limited companies.
6. Scroll to the bottom of the list.
   You’ll see a summary like: “Showing 1 to 313 of 313 entries”, indicating the total number of limited company clients.

Method 2: Using the Client Type Column

1. Go to Clients > Client List.
2. Look at the Client Type column. You will see the different client types underlined.
3. Find one with the client type you want to filter for (e.g., “Limited Companies”) and click on the underlined client type.
   This will instantly filter your list to show just that client type.
4. Scroll to the bottom of the list.
   You’ll see a summary like: “Showing 1 to 313 of 313 entries”, indicating the total number of limited company clients.