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(Bureau) Print client list

I would like to print a list of clients at Bureau level.

Debs avatar
Written by Debs
Updated over a month ago

In some instances, you would like to print a list of all clients within your bureau.
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To print a list of clients from a bureau level, follow the steps below.

  1. Click Bureau Settings then under Reports, click Report Templates.

  2. Click New Template, then from the drop-down menu, select Billing.

  3. Enter a report name then click the Columns tab and select Company Name.

  4. Click Save or Preview.

You can run this report at any time from the Bureau report template area.

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