Client Listing Report

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The Client Listing Report is accessed from the Reports Window, Glossary Listings folder and displays all Clients that have not been marked as Inactive.


client list report window

There are both a Summary and Detail versions of the Client Listing Report.  The Summary version shows the Client Code, Name, Contact and Phone, Fax, Salesperson/Manager, and Type.  The Detail version shows all information on the Summary version along with other information recorded on the Client Glossary Window.  Ranges for Client and Manager/Salesperson Codes are available to narrow the scope of the report along with an option to display only Clients of a particular Type.  Options to sort the report by either Client Code or Client Name and to optionally display the Notes for the Client are also available.