Custom database report

[nmccaslin]

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.

[George4Tacks]

https://accountants.intuit.com/support/en-us/help-article/customize-reports/creating-custom-database...

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

[nmccaslin]

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]

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.