Printing a Client List

Printing a Client List

To print a client list:

1.

Navigate to the Client Search screen.

Main Menu > Client

2.

Use the search filters to locate the selected clients.

3.

Click Print.

The Client Search report is generated as a PDF. From there, it can be saved, downloaded as a PDF or CSV, or printed.

Note: The system prints the clients as they are displayed in the Client search screen Results List. Sort the list to view the results in the desired order.