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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 images\eqedit_shg.gif button to open the Equation Editor.
  5. Select the following:


    Field=Year End

    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.
  • To build filter calculations easily, use the Equation Editor. Click images\eqedit_shg.gif 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.