View list or Run Report For Non-Returning Clients
Viewing a list of non-returning customers or running a report of Non-Returning Clients
Confirm the Prior Year Path is entered.
- From Setup
- Select Office Setup
- Then the General Tab
- Confirm location by using the Browse button
- Click OK.
Running the Report
- Navigate to Utility
- Select System Utilities
- Next Select the System Export Button
- Then click on Run Utility to open the "External Utilities" window.
Saving Report to Location
- Select List of Non-Returning Clients
- Use the Browse Button to determine the location and Name of file
- Click Run.