• Overview
• Printing the Client List
• Printing the Client List by Engagement Type
• Printing the Client List by Year End
• Printing all clients for a particular partner

To print the Client List by year end

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 button to open the Equation Editor.

5. Select the following:

   Table=Clients

   Field=Year End

   Comparison="is equal to"

   Value=DEC.

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.

Notes

• To build filter calculations easily, use the Equation Editor. Click to access it.
• This filter prints all clients with their year end in a particular month.
• It is not presently possible to print the client list in order of year ends.