Report: Client Query Wizard: Clients Age 65 Or Older By December 2015

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Overview

The report below will output a list of all active clients with a driver or contact over the age of 65 as of December 2015. Prospects are not included, however that step can be skipped if desired.

See Report: Client Query Wizard for additional details.

Process

  1. Select Client -> Client Query.
  2. Select General Client Query. Select Next.
    Clntqrywiz-gen.png
  3. Select Additional Filters.
    Clntqrywiz-gen-1.png
  4. Un-check Select prospects.
    Clntqrywiz-gen-2-addl-noprospects.png
  5. Select the Contact Age/Birthday tab.
    • Select Filter on contact age.
    • Enter Start Age -> 65. (To include only clients exactly 65, additionally set End Age -> 65.)
    • Select Age Date -> 12/31/2015.
    • Select Search for drivers as well as contacts.
    Clntqrywiz-gen-2-addl-age-65plus-includedrivers.png
  6. Select Ok, then select Next.
  7. Select the desired Sort Method, then select then Next.
    Clntqrywiz-gen-3-sort.png
  8. Select the desired Output Format, then select Next. (See Client Query Wizard - Output Formats for more details)
    Clntqrywiz-gen-4-outputmethod.png
    • With the included age filter, selecting detail will replace the first contact name with the first matching contact/driver.
    • With the included age filter, selecting mailing labels will replace the name and address with the first contact/driver.
    • With the included age filter, the CSV output will only include the clients/drivers with a matching age, not all contacts for the client.
  9. Select Finish.