Client Type Reporting

Unlike client indexes, there's no report dedicated specifically to client types. However, you can use the advanced client lookup feature for a specific client type, tag the resulting clients, and then export your results.

Here's how:

1. Click on Search for or jump to a client on the far-left of your screen.

2. Click on Advanced Client Lookup.

3. Click on Filters to open the drop-down menu.

4. On the far right, click to highlight what client type you wish to search for.

5. Click Search to generate a client list.

6. Click on the Tag New icon (Yellow).

7. This will generate a pop up. Click OK. These specific clients are now tagged.

8. Go to Reports > Clients > Mailing lists.

9. Choose the kind of list you want, the Client's Opt-in status, and click the "Tagged clients only" box, then Generate.

10. Now you have a list of those specific client types with corresponding information.