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Run Report For Non-Returning Clients

Tue, Mar 21, 2023  Desktop Program, Reporting, System Utilities

How to view a list or running report of Non-Returning Clients

 Confirm the Prior Year Path is entered.

  1. Select the Setup menu. 
  2. Choose Office Setup.
  3. Select the General tab from the Application Settings window.
  4. Use the Browse button to find the location of the software folder.
  5. Click OK.

Running the Report

  1. From the Utility menu.
  2. Select System Utilities.
  3. Select the System Export button from the System Utilities window.
  4. Click on Run Utility to open the "External Utilities" window. 

Saving Report to Viewable Location

  1. Select List of Non-Returning Clients.
  2. Use the Browse Button to determine the Location and File Name.
  3. Click Run. 

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