List reports

List reports let you print a simple hardcopy list of any groupings you've set up in the application.
To view and print a List report, select
File
, then
Print Reports
. In the Print Reports screen, select one of the reports under Lists in the available reports pane and then
Select
.
Available List reports include:
  • Activities
  • Activity Categories
  • Client Groupings
  • Client/Engagement Listing
  • Clients
  • Contacts
  • Departments
  • Engagement Categories
  • Engagement Templates
  • Entities
  • Staff Billing Rates
  • Staff Groupings
  • Staff Levels
  • Standard Text
If you get a SQL Server error with several "invalid column name" messages when you print a report, you might need to clear any applied filters before selecting the report by holding the shift key as you select it.