Overview
The Client Address List report provides a printable client address list. The listing includes both address and phone number and can be used as an emergency contact list or for mailing purposes.
The report can be run for all clients or by client. Additional filters are available to run the report based on specific criteria.
The purpose of this document is to show you how to use the report specific filters and how to understand the data provided by the report. A sample page of the report is included at the end of this document with each section explained separately.
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NOTE: If you are running the report and you do not have full access to all clients (clients, computers and locations) the report will only show information for what you have permission to access. |
Filter Options
Filters allow you to run reports based on specific criteria. The filters are separated into two sections. On the left, there is the basic filter to limit the report by client. On the right, there are report specific filters that will further narrow your report results (e.g., contact, address, etc.). Refer to the following table for information on how to use these filters.
Table 1: Client Address List Report Filter Descriptions
| Filter | Description |
| Contact | Filters based on the name of the contact assigned to the client (e.g. John Doe). Enter the contact's name and select a comparison from the drop-down to return results. The available options are: Like, Equals, In, Not Like, Not Equal and Not In. Wildcards ('?' for a single character or '*' for multiple characters) can also be used in this field. To set the contact for a client, use the Navigation Tree to navigate to Clients > Client and double-click on a client. Select the General tab if not already selected. Type the contact's name into the First Name and Last Name field. |
| Address | Filters based on the client's address (e.g. 123 Main Street, City, State ZIP). Enter the client's address and select a comparison from the drop-down to return results. The available options are: Like, Equals, In, Not Like, Not Equal and Not In. Wildcards ('?' for a single character or '*' for multiple characters) can also be used in this field. Commas are not recognized in the filters, you must use wildcards instead. To set the address for a client, use the Navigation Tree to navigate to Clients > Client and double-click on a client. Select the General tab if not already selected. Type a street address into the Address field and click Save to save the settings. The City, State and Zip fields can also be entered on the same tab. |
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TIP: Wildcards can be used for several of the filters. Use '?' for a single character wildcard. Use '*' for multiple wildcards. |
Previewing the Client Address List Report
The Client Address List report can be scheduled to run at specific times or it can be run manually. To run the report manually, right-click on the client, location, agent machine or group from the navigation tree and select View Report > Client Reports > Client Address List. However, it is recommended that all reports be scheduled by using the Report Manager. For step-by-step instructions on scheduling reports, refer to the Scheduling/Printing Reports documentation.
To preview the Client Address List report:
- From the Control Center, select Tools > Reporting > Report Manager.
- Expand Client Reports on the navigation tree and then select Client_Address_List.
Figure 1: Client Address List Report Setup
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- Select the Client from the drop-down. For all clients, leave the field at the default setting of 'Not Specified'.
- Add any desired additional filters from the right-column to filter your results even further. Refer to the Filter Options section for more information.
- Click on the Print Preview button to preview the report. If you wish to print without previewing the report, click on the Print button. To email the report as a PDF attachment, click the Email Report button and complete the email form, as necessary. Otherwise, to schedule the report to run for a later or recurring date and time, click on the Schedule button.
Sample Report
The Client Address List report provides a printable client address list. The listing includes both address and phone number and can be used as an emergency contact list or for mailing purposes.
This report can be grouped and filtered using the controls in the Report Manager.
Figure 2: Sample Client Address List Report
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NOTE: Each section of the above report has been extracted (indicated by the letters to the left of the report) to provide a clearer view of the information. These extracted sections are shown below. |
Figure 3: Section A - Report Header
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The Report Header (section A) will display the client name, report title, your company logo and the date the report was printed.
Figure 4: Section B - Client Information
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The Client Information section (section B) displays information about the clients in your LabTech system, such as the client name, contact name and client address.
Figure 5: Section C - Report Footer
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The Report Footer (section C) contains the page number, company name and the date and time the report ran.
Document Revision History
| Date | Notes |
| 12/30/2011 | New Document |
| 09/28/2012 |
Updated for 2012 SP1
|
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