SoftDent: How To Generate a List of Active Accounts

[#1]

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.