This article describes how to generate a client detail report within Unity® Practice Management.
- Open Unity® Practice Management and sign in
- On the navigation bar on the left of the screen, select Reports
- Search for "Client Detail Report" or scroll down to find it and click to open.
- When the screen opens, make sure you have these options selected
- Make sure your fee earner is selected if you want to report by Fee Earner
- Select a sort order. If you want to sort by Surname, then "Primary order" should be set to full name
- At the top of the screen in the Preview drop-down, select Print\Save
- Click on Report if you wish to print or save a copy.