Print Labels Report
The Print Labels feature allows you to create labels for clients, staff, and contacts.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Labels > Print Labels
- Security group profile > Functional rights > Administration Manager > Staff Manager > Staff profile
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Label Specifications
Address Types | |
---|---|
Primary Address |
Mailing Address |
Label Types | ||
---|---|---|
Clients |
Staff |
Contacts |
Keywords | ||
---|---|---|
Client Keywords | Staff Keywords | Contact Keywords |
Address Line 1 |
Address Line 1 |
Address Line 1 |
Address Line 2 |
Address Line 2 |
Address Line 2 |
Address Line 3 |
Address Line 3 |
Address Line 3 |
Apartment/Suite Number | Apartment/Suite Number | Apartment/Suite Number |
City/Suburb | City/Suburb | City/Suburb |
Client Billing Group | Country/Region | Client Name |
Client Name | First Name | Contact Name |
Correspondence Name | Last Name | Country/Region |
Country/Region | Middle Name | First Name |
Financial Reporting Client Group | Position | Job Title |
First Name | Report Name | Last Name |
Last Name | Staff Name | Middle Name |
Middle Name | State/Province | Suffix |
Name Line 1 | Suffix | Title |
Name Line 2 | Title | Zip/Postal Code |
Salutation | Zip/Postal Code | |
State/Province | ||
Title | ||
Zip/Postal Code |
Filter/Sort Specifications
Filters | ||
---|---|---|
Client Filters | Staff Filters | Contact Filters |
Client-Principal |
Department |
Category |
Client Bill Manager |
Report Name |
Client Business Unit |
Client Billing Group |
Staff Business Unit |
Client ID.Sub ID |
Client Business Unit | Staff ID | Client Name |
Client ID | Staff Name | Client Name (Originating Client) |
Client ID.Sub ID | Staff Office | Client Office |
Client Name | Staff Position | Client Region |
Client Office | Staff Region | Client Return Group |
Client Region | Staff Reporting Manager | Client Tax Type |
Client Status | Contact Name | |
Client Type | Job Title | |
Financial Reporting Client Group | Sort Name | |
Line of Business | ||
Manager | ||
Primary Partner | ||
Sort Name |
Sort Options | ||
---|---|---|
Client Sort Options | Staff Sorts Options | Contact Sort Options |
Client-Principal |
Department |
Category |
Client Bill Manager |
Report Name |
Client Business Unit |
Client Business Unit |
Staff Business Unit |
Client ID.Sub ID |
Client ID | Staff ID | Client Name |
Client ID.Sub ID | Staff Name | Client Name (Originating Client) |
Client Name | Staff Office | Client Office |
Client Office | Staff Position | Client Region |
Client Region | Staff Region | Client Return Group |
Client Status | Staff Reporting Manager | Client Tax Type |
Client Type | Contact Name | |
Line of Business | Job Title | |
Manager | Sort Name | |
Primary Partner | ||
Sort Name |
Print Labels - Labels Tab
Print Labels - Filter/Sort Tab