# Client group change summary

## Why this matters

A group's current size says nothing about how it got there. The Client Group Change Summary shows
how many clients joined and left each group month by month. That shows whether a cohort is growing,
shrinking or turning over, and it supports programme returns that ask for intake and discharge
figures.

## Options

| Option | Choices |
|---|---|
| Formats | View, CSV, PDF |
| Dates | None: the report covers each group's whole history |
| Filters | **Groups**; **Exclude archived clients** (the default), **Include archived clients** or **Only include archived clients** |
{.table}

See [Running Reports](/docs/reporting/running-reports/) for the steps.

## What it contains

The report opens under the title **Group Change Report**.

1. **Group Breakdown**: a table of each group with its number of **Clients**, next to a chart
   comparing group sizes.
2. A section for each group with a table of **Month**, **Clients Removed** and **Clients Joined**,
   and a chart showing joiners above the line and leavers below it.

The CSV file has one row per group per month, with the columns **Group**, **Group Total**,
**Month**, **Clients Removed** and **Clients Joined**. A group with no changes has a single row
with a blank month and zeros.

## What to watch for

**A month is missing from a group's table**
Only months in which clients joined or left are listed. A month with no change has no row.

**Group sizes don't match the Client Group Summary**
Check the archive option. Both reports use it, and a different choice changes the counts.

## Related

- [Client Group Summary](/docs/reporting/client-group-summary/)
- [Clients List](/docs/reporting/clients-list/)
- [Running Reports](/docs/reporting/running-reports/)

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Source: https://diarybook.com/docs/reporting/client-group-change-summary/