If you want to run a report on the Client List the below information will help.

The Client List will have default columns, but you can add new ones by selecting Columns in the top right and selecting the columns from the list shown below. Once ready, click the x in the top right to close. This will repopulate the list with your specified columns. To remove any columns, you can deselect from this list. These columns once turned on will always appear as the default columns on your Client List.

You can go onto the Client List and select Quick Start > Add Filters .

You will be given a list of all the Filters, once you have found the one you would like select this and you will get another pop up screen. On this pop up you will be given different options to help filter your Search better. If you select 'Add column' this will add the Column to your Client list, but once you come of the page or refresh the Client List the Column will be removed as it was added as a Filter option. 

These filters will disappear unless you bookmark them. To do this, select 'Quick Start' and Click on Bookmarks.

Enter a Bookmark Name and select whether it will be viewable by all staff and click Save.

To view these filters again, select the option from Bookmarks.

You can also filter by the specific columns within the client list by selecting it in the column headers.

The Export option will export all clients to a spreadsheet for you to a downloadable excel file. 

The Email All and SMS All will allow you to send an email or SMS to all relevant clients, depending on the filters you are viewing. 

Note: To send an attachment in any emails/SMS, you will first need to upload the document to BrightManager in Resources.