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    Exporting reports

    nasncw
    Level 1
    ‎06-09-2020 01:52 PM

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

     

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    1 Comment 1
    Accountant-Man
    Level 13
    ‎06-09-2020 04:04 PM

    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).

    ** I'm still a champion... of the world! Even without The Lounge.
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