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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.

  User-added image
 
  • Open a client monitor report with the following properties.
  • Document type : Clients
  • Format : Monitor
  User-added image
 
  • 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.
  User-added image

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.

  User-added image
 
  • Validate and Apply the changes
  • Click Open
  User-added image

The report will give a list of clients that falls within the filters that you have created.

User-added image

The above steps should resolve your query.
 
 
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