Client Report
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.
This is an example of the Client report Window
The following fields can be found on the Client report window:
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·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. |