Spreadsheet

Sometimes it is desirable to manipulate data in a spreadsheet.  This report option in clients will actually create an Excel spreadsheet in your normal Documents folder with the following data:

•Company Name

•Date of Last Service

•Year to Date Services Total

•Name

•Address

•Direct & Work Phone

When you select the Client Spreadsheet report option, you will be asked for a date range.  The system will look at each client who had at least one vehicle last serviced within that date range, and will add those who qualify to the file.   You will be asked for a name for the file.  It is good to include the date in the file name since you can save multiple builds.  ( Example:   cli060606  ).  The program will add the file extension for Excel automatically.