Client List

The Client List provides a listing of your Clients from the Client Info Center. You can select other columns for the report to add a variety of other client information.

Client Hierarchies

If Vision is configured to use client hierarchies, you can click the folder icon at the top left of the General tab of the Client Info Center to view a graphical representation of the client hierarchy called a "tree." The client hierarchy tree makes it easy to navigate between the parent and subsidiary client records.

You can group or sort this report by client hierarchy. To do that, select a parent criterion, such as Parent or Grandparent, on the Sorting/Grouping tab. The parent criteria that are available depend upon the levels of client hierarchy established in the Client Hierarchy form in General Configuration (Configuration > General > Client Hierarchy). A client record that has no parent client record but has at least one child (subsidiary client record) is considered a top-level client for sorting and grouping.

When you report by client hierarchy, we recommend that you select Client Number as one of your sorting and grouping criteria.

International Address Formats on Reports

If you set up address formats in the Code Table Maintenance form (Configuration > General > Code Tables) for countries other than the United States, this report uses those international address formats when appropriate.

Private Activities

When you create an activity, you can select the Private option on the Detail tab of the Activities dialog box to restrict access to that activity. That setting affects this report in the following ways:

• If you are the owner, creator, or attendee for a private activity, you can see the full detail of that activity.
• If you are not the owner, creator, or attendee for a private activity, you cannot see any data for the private activity.

The Private option controls what you see in the application as well as on the report, so any activity that you can view in the Activity Manager or Activities grid in any Info Center displays on the report as well.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.