To create a report with current clients' names and email address:
Log in to HandiSoft or Practice Manager Contact. Note: You can also create in HandiTax.
From the Reports menu, select Edit Reports.
Highlight the report Client List Abbreviated and click Copy.
Type in a new Name for the report and click OK.
Click on Design.
Click on the DetailBand (Parent: MasterBand), so it has a red outline around the box.
From the Database Toolbar, select Clients from the Bands and in the Cells, double-click on Email.
The Email cell will appear in the band, click on the Email@Clients and drag it to line up with the cells. You can remove the cell by right-clicking the cell and choose Delete.
From the Report menu, select Execute and select the Filter Current Clients, OK.
Close out of the report and select Yes to save the report.
To run the report, from the Reports menu, select User Defined Reports and the name of your new report.
Note: To adjust the report headings, double-click into a cell in the Headerband and edit the Cell Value text, ensuring the double quotations are at the start and end of all text.