Client Selection for Archived Reports

Click here to see the Client Selection page

This page contains a list of client types with a tick box to the left of each. Those client types which are not available for this type of report are disabled and cannot be selected.

Tick the box of each client type that you wish to report on. If you leave the box for a client type unticked, no clients of that type will appear on the final report, even if they meet the other criteria.

- Select this button if you wish to select clients manually. The Client Select window opens. Only clients of the types you have ticked on this page will be available for selection in the Client Select window. If you have not selected any client types, this button will be disabled. Any filters that you specify on the Filter Options page will be applied to the group of clients that you select rather than all Sage Taxation clients of the specified type(s).

If you do not select clients manually using this button, all clients of the specified types will be reported on according to the criteria that you specify.