HandiTax
Report Builder: Birthdays in
the x number of days
Using the report builder to run a report for client's
birthdays in the next x number of days
HandiTax has a standard expression that will produce a list of clients who have a birthday
within the next seven days. However, it may be easier to use the Report Builder,
especially where you want to change the number of days.
Using the report builder to find birthdays in the next X number of days
1. From the Reports menu, click Report Builder.
2. In the Report Builder window, click the Client Selections tab, and under the
Other section complete the Birthday within field and then click Run.
To find out more visit www.sagehandisoft.com.au
or contact our support team on (08) 9245 0666 or email [email protected]
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