Using the Select drop-down list, specify if you want to look for an Account #, Group, or Client.
Select the Account, Group, or Client Lookup link. The Account, Group, or Client Lookup pop-up screen displays.
If you selected Account #, the Search By drop-down list contains the options of Account, Short Name, and Last Name. Make a selection and then enter one or more letters in the associated text field (for Short Name or Last Name) or the full account number (with or without the dash) for Account. OR
If you selected Group, the Search By drop-down list contains only Group Name; enter one or more letters in the associated text field. OR
If you selected Client, the Search By drop-down list contains only Client Name; enter one or more letters in the associated text field.
Select the Search button. All Groups or Clients or the specific Account matching the established criteria display. NOTE: If there are no matches to the criteria, the following message displays: There is no data for the above selection. Please modify your search and try again.
Select an entry that matches the criteria by selecting its link. The pop-up screen closes and the Run Report for text field populates with the chosen information.