Generating a report showing all types of phone numbers and email addresses
In Practice Manager, you may wish to generate a report on all Phone or Email types attached to your clients.
As there is currently no report that displays a list of all Phone types in AE or AO, we've created the following spreadsheets to generate the list for you in Microsoft Excel.
This spreadsheet is designed to provide basic information catering for a broad range of requirements. If changes are needed to the spreadsheet, they may be undertaken as a chargeable service, in the same way as report customisations.
| Report | Description | |
|---|---|---|
| Accountants Office (AO) | AO All PhoneTypes.xls | Includes the contact/client name, the phone number type and the number. The spreadsheet is designed for the default database name of AODB1. |
Accountants Enterprise (AE) | All PhoneTypes.xls | Includes the contact/client name, the phone number type and the number |
| All Client Phone Numbers by Client Code by Department showing if client closed.xls | Includes the client code, client name, the phone number type, the number, the department that the client belongs to and if the client is closed, the date it was closed. |
Right-click on the relevant link in the Report column of the above table.
From the drop-down menu, choose Save Link As...
Navigate to a memorable folder location then click Save. The report is saved to this folder.
Using Windows File Explorer, navigate to the location you saved the spreadsheet in, and double-click on the file to open it in Excel.
If you receive an ODBC error when opening the spreadsheet, you can resolve the issue by following the steps in Checking the Data Source Connection via ODBC.
- From within Excel, click the Data tab > Refresh All.
- If you receive a Microsoft Excel Security Notice, click OK to accept.
- If you are prompted with an SQL Server login screen, enter your SQL password and click OK.
