We are making changes to our statement templates and want to know which clients are currently using each template. Is there a report that we can run that would provide this information?
The Statement Template List provides a list of all statement templates in Tabs3. You can optionally include which clients are assigned to each template.
To generate a Statement Template List
From the Reports menu, point to Miscellaneous and select Statement Template List.
Select the Include Clients Assigned to Each Template check box.
Click OK.
A list of all templates, along with the clients assigned to each template, will be generated. This report also indicates whether the template is assigned to the client as a draft or final template by showing a D or an F to the left of the Client ID.
