Client Report
Client ID F2
Accept the default of ALL or enter one or more CLIENT IDS in the space provided.
Press F2 or the right mouse button to search for a client. From the SEARCH METHOD pop-up, you can select either the PICK LIST or the FIND WINDOW.
Report Type:
Use the radio buttons to select either a SUMMARY or a DETAIL report. The default selection is SUMMARY, which shows these fields:
CLIENT ID
CLIENT NAME, PHONE AND FAX
CLIENT ADDRESS
NOTES
The DETAIL report provides a good way to double check data entry. It contains these
fields:
CLIENT ID COMPANY NAME
CLIENT NAME, PHONE AND FAX OWNERSHIP PERCENTAGE
CLIENT ADDRESS CONTRACT ID
NOTES CONTRACT NAME
PAYEE INFORMATION CONTRACT BALANCE
COMPANY ID
Sort Order:
Select one of the radio buttons to sort the report by either CLIENT ID or CLIENT NAME. The default is CLIENT ID.
Output:
Choose the monitor or printer radio button shown in OUTPUT. This allows you to view a report on your monitor or send it to a printer.
See the Operating Features chapter for help navigating the on-screen report
viewer and choosing the default printer.
