To print the Client List

1. While on the Document Manager, scroll down to find the Clients folder.

   Note: The Client Detail and Client Summary folders contain detail and summary Client List reports.
2. Open the folder and subfolders until you find the report that best displays the information you want.
3. Double-click to view the applicable report.
4. On the File menu, click Print to print the Client List.

Related Topics

• Printing the Client List by engagement type
• Printing the Client List by year end
• Printing all clients for a particular partner