Cindy Gillean (Customer) asked a question.
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Greetings, I am not sure of exactly what you want, but here is something that may get you going. Open leap. After it is done loading you will see a box in the top left corner that says "Menu" , click on that. Next click on the "Reports" tab. You should see a data entry search bar where you will type in "client details". You should be close now. On this page, you can "play" with the filters. Experiment. I was able to produce a report that provided every active client (not archive), that had their name, address, phone number etc. It is all in the filters. You can download that to a excel spreadsheet and give it a name and save it. If you need more information, you can run a different report for client status, or things to do type of things. There are lots of reports, if you cannot get one that gives you everything use the strategy of taking the data from several reports saved as excel spread sheets and combine them, set up headings and then you can have something that you can print out. There is a way to get Leap to do a custom report from separate domains of data in the data file, but I could not find it as I prepared these suggestions. Best of luck! 😎 Paul.