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Clients/Projects

This report provides a list of the clients set up in the system. You can use the filter functionality to restrict the information that appears in the report.

1. Open the Reports view in the left-hand pane.
2. Click Listings in the left-hand pane.
3. Click Clients/Projects in the left-hand pane.
4. The report setup window opens in the main desktop. Specify the relevant report options.
5. Click Submit to generate the report.

Contents of the Report

Some of the information that can be included in this report, depending on the report options you provide, include:

• Client Name.
• Status.
• Address.
• Phone Number.
• Fax Number.
• E-Mail Address.
• Contact Name (principal).
• Client Company Number.
• Client Tax Reference.
• Ledger Reference.
• Year End.

An additional Sort /Re-Order feature is available within this report.

Rearranging/Sorting Columns

You can click and drag column headings to arrange the report columns into the order you require.

To sort the list according to a particular type of information, click the relevant column heading.

See also

Listings

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