nmccaslin
Level 1
Monday
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In Lacerte, how do I create a report of all client logs, preferably filtering by preparer? I have tried to use the custom reports tab in Database reports but cannot find the client logs in it.
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George4Tacks
Level 15
yesterday
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This should get you started. Come back if you have more specific questions.
Answers are easy. Questions are hard!
nmccaslin
Level 1
yesterday
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Thank you for answering but as I mentioned in my post I tried that. I was not able to find the client logs on that screen.
George4Tacks
Level 15
an hour ago
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You could add that to https://accountants.intuit.com/community/lacerte-tax-idea-exchange/idb-p/604 asking to add that feature.
The closest you can get to what I think you want is to use the Client Status selections on the left. You can also change Settings > Options > Display > to add Current Status to a column in the display if it is not there.
Answers are easy. Questions are hard!
