Client list reports in HandiSoft programs can produce a portion of data (Client List Abbreviated), or all of the data fields (Client List Detailed), for your selected client grouping.
Client list abbreviated
Reference code.
Tax File Number.
Name.
Tax form.
Client list detailed
Includes all client database fields.
Generate the report
Open the relevant HandiTax year.
Go to the Reports menu and click on Client, then click on either Client list abbreviated or Client list detailed.
Highlight the client expression you need, then click Select. For a full list of clients in your database select #All.
Select the required sort order field, then click OK to display the report.
Click Print if required.
If you prefer to export the report, go to File, and use the Export to buttons.
Export reports in formats such as Excel, Word, or PDF for further analysis or communication.
Use Excel to consolidate contact details or count rows for specific insights.
Advanced Report Generation: Filtering by Date Range
To generate a report of clients added within a specific date range and sort it by "Date Added," follow these steps:
Open the relevant HandiTax year.
Navigate to Reports, Report Builder.
In the Filter/Expression section, click the … button and select New to create a new filter. Name the filter (e.g., "DateAdded").
Add an expression such as:
(dateadded@Clients > "01/01/[YEAR]") AND (dateadded@Clients <= "[END_DATE]")
Replace [YEAR] and [END_DATE] with your desired start and end dates in the same format.
Save and close the filter.
Go to Reports, Client, Client List Abbreviated, select your new filter, and choose your sort order (e.g., "Date Added").
Run the report and optionally export it by selecting File, Export To. You can use Excel to count rows or further analyse the data.
Note: Where a client has multiple tax forms, the client may appear multiple times on the client list - once for each tax form. To prevent this from occurring, when you create Client Expressions, include the text, [Clients Only] in the expression Name.
![[Clients Only] example in Client Expression box](https://downloads.intercomcdn.com/i/o/pm64l3e9/1803929307/7d7fc4ed94974ff778c243f00a7b/rtaImage%2B-289-29.jpg?expires=1783819800&signature=9f2462459094f28f45639ce35392dbe03c10870dbdb84178866c333261aea0f6&req=dSgnFcB8lIJfXvMW1HO4zWm7QZCOkwsQw6XK3JYGqzFg7OqLO6QkaVXqs%2F5A%0AsjzFGYoU5%2BpclHjBJcQ%3D%0A)