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Practice Manager Contact - Create a client email report in Practice Manager Contact

Updated over a month ago

The easiest way to create a report with the client email address is to copy an existing report.
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To create a report showing the client email address, follow below steps.

  1. Log in to Practice Manager Contact or HandiSoft.

  2. Go to the Reports menu then Edit Reports.

  3. Highlight the report 'Clients List Abbreviated' and click Copy.

  4. Give the report a new name and click OK.

  5. With the new report highlighted click Design.

  6. In the HeaderBand double click the "TFN" cell to open the Cell Details window.

  7. In the Cell Value, change "TFN" to "Email" then click OK.

    Email report header
  8. In the MasterBand (Parent:ReportBand) double-click the TfnStr@Clients cell to open the Cell Details window.

  9. In the Cell Value, change TfnStr@Clients to Email@Clients then click OK.

    Email clients
  10. Adjust each cell's width within the Cell Details window by clicking and dragging the left or right cell border.

  11. In the Report Designer window go to the Report menu then Execute. Tick 'Selected Client' then click OK and OK. This will run the report.

  12. If you're happy with the layout, close the preview then go to Report, Save.

  13. Close out of the Report Designer.

  14. The report is available to run from Reports, Edit Reports, Run.


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