Start your search at the C&P X Report-o-Matic.
Use the pop-up menus to choose your job description (such as CFO, traffic
manager, AE, etc..), and report category. Check which version of Clients & Profits
you want to search, and enter any key words. The Report-o-matic will
search through more than 350 standard reports based on your selections.
2. Search results
appear in a list, complete with descriptions and links to examples
of each report. Click on the link to view a sample report and step-by-step
3. Not sure which report is right? Then click on the A-Z
Index link for a complete list of all Clients & Profits reports.
Click on the report name to learn where to find it in Clients & Profits,
who uses the report, which version you'll find it in, and to
see a sample.
Looking for printed
Clients & Profits report samples? You'll find an Acrobat PDF
version of the Reports Workbook on your Clients & Profits CD
or on our web site.