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Reporting

Print all client information

To view and print a client and all related contact information in Practice CS, go to
Manage Clients
 and the
Contact List report
. You can also group and link contacts for viewing with
Contacts Custom Fields
.

Manage Clients

  1. Go to
    Actions
    , then
    Manage Clients
    .
  2. Select the
    Clients
     tab.
  3. Find the client you would like to review and select
    +
     to expand the contact information.
  4. You can double-click on any contact tied to that client.
  5. You can go to the
    Contacts
     tab and double-click on any
    Client Contact
    .

Contact List Report

  1. Go to
    File
    ,
    Print Reports
    , then
    Lists
    .
  2. Use the
    Contacts report
     to access a detailed
    Contact listing report
    .
  3. On this report, you can filter by
    Contact Type
     to search for
    Standalone Contacts only
    .

Contacts Custom Field

If you've set up a custom field for
Contacts
, you can group and link contacts together for reporting.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Reports