Search from Reports
Saved Reports are able to be selected when using the From Reports option in the Find Clients window.
Saved Reports are able to be selected when using the search in the Find Clients window.
- Click on the second drop-down list on the left of the Search icon
- Select From reports
- Click the blue icon Search
- Select from the report engine i.e. Smart Reports, Reporting, Lists or Tax Explorer
The records that would show on the report will appear on the Find Client window.
Note: for saved reports to return any results, the field Name must be present within the report.
The field is not required to be visible. You may need to apply a filter to remove any blank lines.