Client Status Report
This report lists summary information for each
Client. It is a report which could be sent to a Client,
showing all debtors for that Client and the status of each.
Requirements:
- The Debtor form needs to be properly filled out
- The Client form needs to be properly filled out
- This report must be run on clients
- You must be printing via Device Context
Client Information
Client name and address are listed along with each
Debtor belonging to the Client. Totals listed include
accounts placed, monies placed, fees and balances
owed. Closed accounts are listed as well with total
value amounts.
Debtor Information
This report lists financial information for each Debtor
belonging to the Client. This information includes Listed
Date, Original balance, Fees, Interest and Adjustments,
Amount paid and Balance.
Printing The Report
Here are the steps to take to print a Client Status Report
on a single Client.
- Select Browse from the top Menu Bar
and a drop-down menu displays.
- Select Clients and a list of all your Clients displays.
- Select the Client you want to print this report for and the
Client record will display.
- Select the Print button on the Client record and a
Print Report dialog with a list of reports and letters
will display.
- Use the up and down arrows on your keyboard to navigate
through this list to find the Client Status report which will be
highlighted.
You will notice other samples of Client Status Reports
which you can use as well. You may want to print each one
separately to see which is suitable for you.
- Press the Select button and a Client Status Report print
dialog will display. You can choose to send this report to your
printer, or send it to the screen to take a quick look without
printing it.
- Now select Print.
- Examine the output of the report to see if it meets your
needs.
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