1) Under Business Clients section in sidebar, click the Client Info icon and then the Client Info tab as shown above.
2) Select a business client by using the controls as shown above.
3) To add or edit client services, click Customize List.
Note: Editing or adding client services applies to all business clients
4) Name a client service and then click Ok.
5) Verify the new client service has been added/edited to list as shown above.
6) Check off which client services applies to selected client from above.
Note: Services that have been checked off but greyed-out as shown above are services
that will be applied to client at a later time. To do this, click once to check off and click
again to grey-out.
Step 2
In menu, go to
Reports > Business Client Reports
Step 3
1) Click Client Services List Reports in list menu as shown above.
2) Click on a client service type to create report for under Client Services by Client
or Service by clicking on the plus (+) sign.
3) Click Generate Report.
4) Skim through all the pages of the report to verify all client services.
5) Follow Step 4 on print and report options.
Step 4
1) In report previewer for tasks, click Report Settings from main menu.
2) Click the Report Layout tab to customize the layout settings for report.
Repeat same for the Colors/Grid tab.
3) Click Ok to save settings.
4) Click Page Settings from main menu.
5) Select paper size, orientation, margins and then click Ok.
6) Select colour type from drop-down list under Colour Options to print report in.
