Showing Extra Fields in Browse List Viewer
When viewing clients in the Reports > Browse List viewer by clicking on the View Browse List Clients tab, you...
Browse List
Operation and Functions of the Browse List
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Sending a Report to the Browse List
When running a report that has the Client ID field in it, you can send the results of that report... -
Finding Clients with (or without) an Email Address
When putting people onto your Reports > Browse List you can remove clients who have (or have not) got an... -
Exporting your Browse List to a Client Report
From Reports > Browse List you can manipulate clients based upon all different criteria. You can then export this list... -
Giving User Access to Browse List (only)
If you wish one of your Profiler Users to have access to the Browse List system (but not the Utilities... -
Sharing a Browse List with others
The browse list in Profiler is unique to each user that logs on. This is your own work area for... -
The “View Clients in the Browse List” option
When inside the Reports > Browse List you have an option to view the clients who are currently in the... -
Disabling Basic Financial Information on Browse List Exports
By default, when exporting data from Reports > Browse List and choosing the Export as a Report some extra columns... -
Dynamic Lists
When you run a report and get a list of clients back based upon a criteria – you can save...
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