The steps to create a filter to show clients with Text xx populated follows below.
Tip: The Text number begins with Text 2 and not Text 1.
Note: In the example the Text used will be Text xx. When creating the filter replace the xx with the Text number e.g., Text12, as required.
To create the filter and to generate the report:
Open Practice Manager Contact.
Select the Extra tab. This opens the Client Extra Detail screen.
Select the Labels tab.
Go to the Text xx required and enter the description required.
Click Save, Close, Close.
Click Reports, Clients, Clients List Abbreviated. This opens the Report: Clients List Abbreviated screen.
Click on the ellipsis tab at the end of the Filter Expression box.
Highlight the All clients option and click Copy.
Enter a name, and click OK, Edit. We recommend the name includes the Text number and description.
Replace the filter with the filter created Textxx@Clients.
Click Save, Close, Select, OK.
Review the report, and spot check against your Practice Manager Contact database.