Client Lookup - Report Section

Define whether reports are included in a client lookup.

Prerequisites:

• Reports must be imported in the Import Report For Command Button Launch form.

1. In the Include a Command Button Report within Client Lookup field, select Yes to include a report on the Select Client screen.

2. In the Command Button Report Caption field, type the report button label.

3. In the Command Button Report field, select the report.

4. In the Show Group Tree field, select Yes to display the report group tree.

5. Click Submit.