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How do I print a report with a list of my clients in SureFire?


🔍 How do I print a report with a list of my clients in SureFire?

This guide shows you how to generate and print (or export) a Client List report in SureFire.

⚠️ Before You Begin

Make sure you know where to find the Reports section in SureFire.

📊 Step-by-Step Guide

Step 1: Open the Client List report

Use this when you want to start the report that lists your clients.

Go to Reports > Reports List.

Step 2: Select the correct report

Use this to choose the report type you want to run.

Select Client List and click OK.

Step 3: Review report criteria

Use this to control which clients appear and how results are sorted.

The Report Criteria window will appear.

Note: You can set filters and how the report can be sorted. If you do not enter a specific User name, the report will be pulled for all users in the software.

Step 4: Run the report

Use this to generate the report based on your criteria.

Click OK.

Step 5: Print or export the report

Use this to save a copy or print the results.

You can export the report or print the report. Use the buttons in the toolbar for these options.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install,setup