Client Report

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Client Report

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oThis window allows the user to print a report displaying all the clients' information.

oThis window also allows the user to export the details to a CSV file e.g. Excel.

ClientReport

This is an example of the Client report Window

 

Minus18The following fields can be found on the Client report window:

·Print Client Note:

oThis check box allows the user to print the client note on the report.

 

·Use Court-date Range:

oThis check box allows the user to include the court date range on the report.

 

·Filter:

oThis list allows the user to filter the report by a selected criteria.

 

·Per Consultant:

oThis check box filters the report by the selected consultant.

 

·Preview:

oThis check box allows the user to display a preview of the client report.