Client reports in Practice Manager Contact, allow you to include only the current clients in your database.
Log in to Practice Manager Contact, then go to Reports, Clients, Client List Abbreviated.
Select a filter or leave it blank to include all clients. e.g. the current clients filter is Current@Clients = True.
Click Ok.
Go to File, Export to Excel.
Click Generate.
Tip: You can view the Excel document without saving it if you select the Open with Excel checkbox and remove the Save checkbox.
Note: If non-current clients appear in the list, ensure your clients have a non-current date entered in the Clients Details window.