Printing the Client List by Engagement
-
While on the Document Manager, scroll down to find the Clients folder.
Note: The Client Detail and Client Summary folders contain detail and summary Client List reports.
- Open the folder and subfolders until you find the report that best displays the information you want.
- Right-click and choose Properties.
- Go to the Filter field and click the
button to open the Equation Editor. -
Select the following:
Table=Engagement Type
Field=Brief Description
Comparison="is equal to"
Value=Audit.
- Click Validate to verify the equation and then click OK twice to close the Equation Editor and the Document Properties dialogs.
- On the File menu, click Print to print the Client List.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
NORTH AMERICA
Email: support@caseware.com
Phone: 416-867-9504
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