Client Select for Archived Reports

Click here to see the Client Select window

This window allows you to manually select the clients who are to be reported on. Once you have selected a group of clients and selected the OK button, only those clients can appear in the report. Any filters that you specify on the Filter Options page or other criteria will be applied to the group of clients that you select rather than all Sage Taxation clients of the specified type(s). To select the clients that you want to report on from the list, either:

• hold down the Ctrlkey and click the select mouse button on each required client in the list

or

• click on the first client with the select mouse button then hold down the Shift key and select the last client. All clients between these two in the list will also be selected

Each client that you select will be marked with a symbol.

Resizing the Columns

You can change the width of the columns in the list by positioning the mouse cursor above either the left or right-hand edge of the button for the column that you want to resize. The cursor should change to two vertical lines with two horizontal arrows, which indicates that you can resize the column. Hold down the select mouse button. A dotted, vertical line appears; this shows you where the column will be resized to. Still holding down the mouse button, move the line to a new position. The column will be resized according to the position that you selected.

Changing the order of the Columns

Click and hold down the select mouse button on the button for the column that you want to move. Drag the mouse to the required location and release the select mouse button. The columns will now change their order.

Searching the Client List

Find ____ - You can find a client in the list by typing in the required information in this box. For example, if the box was called Find Name, you could search for a client by typing in the first few letters of their Report Name. The first client whose name begins with those letters is highlighted. Type in more letters to make the search more specific. The selection that you make in the Sort Clients by option in the Client Select pop-up menu determines the criteria by which you can search for a client in the list. For example, if you decide to sort the clients by Client Code, the Find box will change to Find Code, allowing you to search for a client by typing in their client code. You can search for a client using any of the following criteria:

• Code

This can be the Billing Code or Client Code

• Name
• Group

Sorting the Clients Using the Column Buttons

Click on a column button to sort the list of clients by that option e.g. click the Report Name button at the top of the column to sort by the clients' report names. A small triangle appears to indicate which button is selected. The direction of the triangle indicates if the list is being sorted in ascending or descending order. If the triangle points upwards the list is in ascending order (A-Z, 0-9). If it points downwards the list is in descending order (Z-A, 9-0).

Selecting a column button will also change the Find box so that searches are performed for the type of data in that column e.g. clicking the Report Name button will change the Find box to Find Name and all subsequent searches will be performed by report name.

You can also use the Client Select pop-up menu to change the way in which the list is sorted. Click the menu mouse button anywhere on the Client Select window to open the pop-up menu.

Opening a Client's Main Details Form

Double-click the select mouse button on any client in the list to open that client's Main Details form. The currently selected client's Main Details form can also be opened from the Client Select pop-up menu by selecting the Main Details… option.

Client Select Window Buttons

The Client Select window has the following buttons:

- Deselects each client that is selected in the list and selects all of the others.

- Selects every client in the list.

- Deselects every client in the list.

- Opens a client list file using the standard Windows Open window. This a file which contains information about which clients you selected on a previous occasion. You can open any previously saved client list to produce a report for the same group of clients.

- Saves the list of currently selected clients in a client list file using the standard Windows Save As window. This file can be opened at a later date, if you wish to produce a report on the same group of clients. The file can also be opened in the Letters Client Select window, allowing you to send letters to the selected clients.

- Opens the Ranges window. This allows you to select a range of clients from the list according to their client code or report name.

- Confirms your client selection and closes the Client Select window.

- Closes the Client Select window without selecting any clients. The default of reporting on all clients of the type(s) that you select on the Client Selection page will apply to the report.

- Displays the online help for the Client Select window.