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Reports / Searching the Client Database


This screen allows you to select the criteria by which the program prepares a desired client report. You may select any project (client), and you may fill in whatever other items will help the program produce exactly the report you want. The more fields you fill in, the more discriminating the search through the database will be. In this example, since none of the fields have been filled in, the program will assume that you don't want a report for any particular client; therefore, the report genereated will be for all your clients.

Note the "Type of Report" field. The report that will be produced on the basis of this screen's selections will be a Project Listing. But there are other reports available, including form letters and Custom Reports that you, with some effort on your part, may design.


Reports Criteria Screen

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