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Printing the Client List by Engagement

  1. 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.

  2. Open the folder and subfolders until you find the report that best displays the information you want.
  3. Right-click and choose Properties.
  4. Go to the Filter field and click the images\eqedit_shg.gif button to open the Equation Editor.
  5. Select the following:

    Table=Engagement Type

    Field=Brief Description

    Comparison="is equal to"


  6. Click Validate to verify the equation and then click OK twice to close the Equation Editor and the Document Properties dialogs.
  7. On the File menu, click Print to print the Client List.