Report Details
The following are instructions on how to customize the Status Screen Report to show the number of Active Clients added in a specific year.
start here....
From the Main screen go to Reporting and click Screen Reports.
- Next, click Clients then Status on the ribbon.
- Set the Date Range for the entire year. Start Date - Jan. 1st, xxxx and the End Date - Dec. 31st, xxxx
- Set the Filter for Status to ACTIVE Only. (Remove all other filters)
- Click View Data to load the grid.
- Click the Layout drop-down, then click Show, then Filtering.
- Go to the Status Type column and set the column filter to Active.
The total at the bottom of the screen will be the total number of Clients added in the year.
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| Note you can run this report for any specific Date Range. |