Billing Q&A: Client Manager Reports

January 2020    Tags: , ,

When I print a Client Ledger Report from the Client Manager, I get a message that nothing printed. However, when I run the Client Ledger Report directly, it shows me the client’s history. Why won’t the report print from the Client Manager?

When customizing Client Manager, you can select the report definition to use. Most likely, the Include Zero Balance Clients check box is not selected in the report definition used by the Client Manager. You can edit the existing report definition, or create a new report definition via Client Manager.

To create a new report definition for Client Manager

  1. From the File menu, select Client Manager.
  2. At the bottom of the window, select the Customize option.
    1. Click the Client Ledger Report icon.
    2. Click the Report Definition button.
    3. On the Options tab, select the Include Zero Balance Clients check box.
    4. Select any other settings, as desired.
    5. Click Save
    6. Click OK to save the changes to the existing report definition.
    7. Close the Client Ledger Report.
  3. Select the Run option.

The Client Ledger Report will now run with the newly-saved settings from the Client Manager.

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