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N
nmccaslin
Level 2
February 2, 2026

Custom database report

  • February 2, 2026
  • 1 reply
  • 0 views

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.

1 reply

George4Tacks
George4Tacks
Level 15
February 3, 2026

https://accountants.intuit.com/support/en-us/help-article/customize-reports/creating-custom-database-reports-lacerte/L1bw2sLdV_US_en_US?uid=ml6o1hyy

This should get you started. Come back if you have more specific questions. 

Answers are easy. Questions are hard!
N
nmccaslinAuthor
Level 2
February 3, 2026

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
George4Tacks
Level 15
February 4, 2026

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!
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