Client Reports and Client Record Exports

Client Reports and Client Record Exports

The best way to generate client reports is to use the client search screen.  

On the Client Search screen, use the filters to get the data you want about a client, then click the "Search" button. The list of clients you selected will be displayed below the search panel.

To view or export client contact information, go to the search screen, select your filters and click "Get Client Info" button.  The client list with their contact information will be listed below the search panel.  If you like to export the client list to an Excel file, click on the "Export to Excel" button on the search result panel.

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