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Caseware Time | How do I pull a report to show our clients with a specific alternate code?
Caseware Time | How do I pull a report to show our clients with a specific alternate code?
Published: 08/08/2023
How do I pull a report to show our clients with a specific alternate code?
Answer:
Open Caseware Time
Click on Clients .
Select the client you would like to set up alternate code for.
Note
: Alternate Codes and Dates can be set on the code screen highlighted below.
Open a client monitor report with the following properties.
Document type : Clients
Format : Monitor
Click on Filter as highlighted above.
Note
: You can create a Filter depending on what you want to see on the report.
Validate the changes by clicking on Validate.
To create alternate code filter:
Click on Alternate codes.
First click on ‘AND’ for that filter to be included in the report.
Note
: Select filters depending on what you want to see in the report.
Validate and Apply the changes
Click Open
The report will give a list of clients that falls within the filters that you have created.
The above steps should resolve your query.
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