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...
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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... -
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... -
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... -
What is the Browse List?
One of the features of Profiler is the Browse List. Think of the Browse List as a pot. This pot...