Reports, Report Settings, Client Ranges
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Ranges

The Ranges page allows you to select a range of information to filter the report.

Select other Ranges

  1. From the Report Explorer, select a Client report, click the Ranges page.
  2. Report Settings Client Ranges

  3. Click Find to see a list of records available and select those that are applicable to this Report.
  4. Reports, Lookup Search for Client List

    • Click an item to select it, or click again to unselect it.
    • Selected items are highlighted in green, their Id reference appears in the box located at the bottom of the form.
  5. Click OK to return to the Ranges page and view your selections.
  6. Reports, Lookup Results for Client List

Leave a field blank to include all records.