Client Details Report

Purpose

Can be used to create a contact details report (name, address, phone and email listing) for marketing purposes, or as a spreadsheet containing all details held on the Client Detail record.

Timing

The Client Details report may be run at any time

Access

1. Clients | Print Client Detail Report
   

Report

The report dialog presented is:

Report Specific Parameters

Field	Explanation
Birth Date Range	Enter a date range for the clients you want to report Note: Birthdates are setup on the Client button
Joined Date Range	Enter a date range for the clients you want to report Note: This is the date the client was added to the system
Next Review Date Range	Enter a date range for the clients you want to report Note: This is the date entered to the Client Details  button
Include Clients without Birthdates	Check this on to include clients who do not have a birthdate recorded on the  button Note: This will be the most usual option to take, and should be preset
Include Client Groups in Export	This option applies only to the Export Report Data output option It will add an additional column to the report that shows any groups that the client is associated with Note: if the client is associated with multiple groups, the client will be repeated on the data export for each group they are associated with
PEPs Only	AML/CFT reporting requirement Checking this flag on will restrict the results to only clients with the PEP flag checked on
Include / Exclude Options Include Tab – The report will only print the clients belonging to the selected record Exclude Tab – The report will print all clients except those belonging to the selected group
Clients Group 1-4	[F2] to select a Client Group
Occupation	[F2] to select a Occupation
Credit Code	[F2] to select a Credit Code
Gender	[F2] to select a Gender

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