Combined
Percentage of Business (current accounts set only)
- From the Durell home screen click “Reports” - Select the “General” tab - Run the “Percentage of business (current accounts set only)” - Set the configuration as shown below but using your own date range for the period you wish to report on: A ...
Birthday Report
You are able to check for clients with birthdays which fall in a certain period, in Durell. To run the report, follow the steps below. From the Durell front screen, click on the “Reports” button and then on the “Client” tab. Select the option that ...
Percentage of Business
From the Durell home screen click “Reports” Select the “General” tab Run the “Percentage of business (all accounts sets to Excel)” Set the configuration as shown below but using your own date range for the period you wish to report on: A report ...
Percentage of Business (with Pivot)
From the Durell home screen click “Reports” Select “General” tab Run “Percentage of business (all accounts sets to Excel)” Use below selection Highlight the two columns as shown below Click on the “Insert” tab Click “Pivot Table” Press “OK” when the ...
Exporting Client Addresses
To export client’s addresses for specific address sets this can be done via the report, ‘List records’. This report can be found under the Reports tab on the main menu followed by the subsequent Client tab, ‘List records’. You can then select the ...