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N
nasncw
Level 2
June 9, 2020
Question

Exporting reports

  • June 9, 2020
  • 1 reply
  • 12 views

How do I get a report to export that would show all the clients including dependents birth dates?

 

This topic has been closed for replies.

1 reply

Accountant-Man
Accountant-Man
Level 13
June 9, 2020

IDK all the rules of Basic vs. Pro, but in Pro you can add columns to the Home Base and then export to a data base(Excel).

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