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View list or Run Report For Non-Returning Clients

Wed, Jun 12, 2019  Desktop Program, Reporting, System Utilities

Viewing a list of non-returning customers or running a report of Non-Returning Clients

 

Confirm the Prior Year Path is entered.  

  1. From Setup
  2. Select Office Setup
  3. Then the General Tab
  4. Confirm location by using the Browse button
  5. Click OK.  

 

 

Running the Report

  1. Navigate to Utility
  2. Select System Utilities
  3. Next Select the System Export Button
  4. Then click on Run Utility to open the "External Utilities" window. 

 

Saving Report to Location

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