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