SoftDent: How To Generate a List of Active Accounts

Document created by chriscornett Employee on Oct 12, 2017
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Goal:

 

To generate a list of active accounts

Solution:

1. Click Reports in the main menu bar.
2. Select Account.
3. Select Alphabetical.
4. Click OK on the output options window.
5. Enter the letter I in the box labeled "Exclude". This will exclude accounts that have been marked as INACTIVE.
6. Click OK to generate the report.

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