Client List Report Selection Criteria

Use the following selection criteria to narrow down the accounts to be included on this report.  Otherwise, the report will list all clients with full detail.

• Client: Select to include All Clients, a Client Group, a Single Client or a Client Set.  Only the selected clients will be included on this report.
• Report Format: Click the arrow and select Report Format.  You can choose either Summary (brief summary of the selected Client Accounts) or Detail (Detailed Listing for each selected Client Accounts)or Mailing Labels (puts a mailing label on the label print list for each selected Client).  
• Sort Order: Click the  arrow to  select the Sort Order  to select to order the report  by Client Id or Client Name.
• Client Address: Check the box next to Include Client Address to add the Address on the summary Report.
• Open Date Range: To include accounts only opened within a specific date range, enter the beginning date and end date. Only clients opened within that range wil be exported on the report. * This is a Version 10 Feature. For more information about Version 10, contact the Sales Department.
• Save Settings: To save these report settings, click the save settings button.   Users do not have to save settings to run the report with the current selections.   The save settings option can be used as a short cut when running future reports.  Select the most common settings and click the save settings button.   The next time this report accessed it will show the settings that were saved.  To clear the saved settings, click the clear settings button.    
• Print: To generate report click Print . Then select to print to File, Printer, Screen or Cancel generation of report.
• Client List Summary Report Sample
• Client List Detail Report Sample