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FIND THE RIGHT REPORT AUTOMATICALLY
Our exclusive Report-o-Matic has examples of 350+ reports - and eliminates guess-work


1. 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 printing instructions.

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.




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