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
Tags: install,setup
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