Generate a grid report

1. Access the CCCLNT—Client application from the main menu or quick launch to display the CCCLNT—Search Client screen.

2. Enter the relevant search criteria and click Search to display clients that match the criteria.

3. Check the selection check box on the search results rows.

4. Click Export to report to display the Export to Report dialog box.

5. Select a Report Template Code from the list of report templates codes pre-configured for the grid, or enter the desired grid report template code if it is not included in the available list.

6. Select a Printer to print the report, if required.

7. Enter Email To to email the report.

8. Click OK to trigger report generation. During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the user can click on it to download the report.

   Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

9. Select Download to automatically download the report after it is generated.

To view the grid report:

1. When the grid report processing is completed, a download link displays at the bottom-right of the screen.
2. Click the link to download the grid report.
3. When the download is completed, a link to the downloaded report displays at the bottom-left of the screen.
4. Click the link to open the grid report.