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Printing the Client List by Engagement
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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.
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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.