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 Preview drop down, select Print\Save
• Click on Report if you wish to print or save a copy.