Description | The Client Details Report allows you to filter detailed Client information for a single Client, or a range of Clients. |
Purpose | A versatile report, providing detailed Client information which can be used when identifying visiting Clients, Client correspondence, or even as a reference to be kept in the Client file |
Select the order in which the report is to appear, by Code or Name.
Tick to display in a descending order or leave blank to display in an ascending order.
Select the Clients to be included or leave blank to include all.
Tick to Include Inactive Clients and/or Exclude Clients with no open accounts in the report; leave blank if not required.
Tick to include the applicable sections required for the report.
Tick to include the relevant display options in the report.