Browse List

When you run a report and get a list of clients back based upon a criteria – you can save this criteria as a dynamic list. The dynamic list is evaluated every time it is run, as the difference between a dynamic list and a saved (static) list, is that…

By default, when exporting data from Reports > Browse List and choosing the Export as a Report some extra columns will be added by default. These are: Last Payment – the $ of the last payment the client made Payment Count – the number of payments the client has made…

When inside the Reports > Browse List you have an option to view the clients who are currently in the Browse List. This is helpful for seeing what clients are sitting in the browse list, ready for export, or further splitting. To view this list of clients click on “View…

The browse list in Profiler is unique to each user that logs on. This is your own work area for creating and splitting clients, however, sometimes you may wish to share clients in your browse list with other users in the system. This article explains how to do this. In…

If you wish one of your Profiler Users to have access to the Browse List system (but not the Utilities or Reports Section) you can do this on the user logon in question. From Setup > User Management you can edit the user you wish to give access to the…

From Reports > Browse List you can manipulate clients based upon all different criteria. You can then export this list of clients as a client report for whatever further analysis you wish to do. In the Export/Save/Mail option in the Reports > Browse List, choose Export this List as a…

When putting people onto your Reports > Browse List you can remove clients who have (or have not) got an email address present. When running a report (or generally using the browse list), you can remove clients from the browse list depending on a few criteria. When inside the Reports…

When running a report that has the Client ID field in it, you can send the results of that report to the Reports > Browse List for further splitting, mass changes or analysis. When running any of the Standard2 Reports just ensure the Client ID field is enabled on the…

When viewing clients in the Reports > Browse List viewer by clicking on the View Browse List Clients tab, you can customise the output fields shown about the clients, and the order of the columns displayed. To Add or Remove columns shown click “Select Fields to Show“ You can then…