birthday report
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jay
birthday report
How do I print a report with a list of clients that have birthdays in the current or upcoming month?
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Michael Appell
Re: birthday report
Hi Jay,
click on Search for a Case and in the Search By dropdown, click Birth Month. Be sure the Primary Names only checkbox is checked (otherwise you may decide to look for other birthdays like birthdays for doctors, witnesses, etc). Then enter 1 for January, 2 for Feb, ... 12 for December and click Search.
You may then click the printer icon on the toolbar to print a report.
Mike
click on Search for a Case and in the Search By dropdown, click Birth Month. Be sure the Primary Names only checkbox is checked (otherwise you may decide to look for other birthdays like birthdays for doctors, witnesses, etc). Then enter 1 for January, 2 for Feb, ... 12 for December and click Search.
You may then click the printer icon on the toolbar to print a report.
Mike