{"id":33165,"date":"2021-02-25T18:13:31","date_gmt":"2021-02-25T18:13:31","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=33165"},"modified":"2024-07-29T16:34:09","modified_gmt":"2024-07-29T15:34:09","slug":"client-list_merge","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/client-list_merge\/","title":{"rendered":"Reports: Client List"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Accounts Users<\/strong> and <strong>Accounts Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through running the Client List Report<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This report lists all of your clients names and addresses according to the filter options that you choose. This list can then be used for purposes outside of Osprey by exporting to Excel.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"151\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-44-1024x151.png\" alt=\"\" class=\"wp-image-60490\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-44-1024x151.png 1024w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-44-300x44.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-44-768x113.png 768w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-44.png 1153w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"h2 wp-block-paragraph\">Filter options<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"436\" height=\"306\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-48.png\" alt=\"\" class=\"wp-image-60498\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-48.png 436w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-48-300x211.png 300w\" sizes=\"auto, (max-width: 436px) 100vw, 436px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fee Earner<\/strong> &#8211; Tick this box to select only certain fee earners, or leave unticked for all fee earners.<\/li>\n\n\n\n<li><strong>Work Type<\/strong> &#8211; Tick this box to select only certain work types, or leave unticked for all work types.<\/li>\n\n\n\n<li><strong>Private Or LA<\/strong> &#8211; Leave on All for all clients or select Private or Legal Aid.<\/li>\n\n\n\n<li><strong>Type <\/strong>&#8211; Choose from All Matters, Live Matters or Archived Matters.<\/li>\n\n\n\n<li><strong>Date Filters <\/strong>&#8211; Enter the date range for the matters you wish to see.<\/li>\n\n\n\n<li><strong>Summary<\/strong> &#8211; if ticked doesn\u2019t include the matter details &#8211; matter number, fee earner or work type, i.e. client details only.<\/li>\n<\/ul>\n\n\n\n<p class=\"h2 wp-block-paragraph\">List of columns produced<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If Summary is ticked\n<ul class=\"wp-block-list\">\n<li>Client Number<\/li>\n\n\n\n<li>Client Address (all fields)<\/li>\n\n\n\n<li>Client Billing Address (all fields)<\/li>\n\n\n\n<li>Client names 1-5<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>If Summary is not ticked\n<ul class=\"wp-block-list\">\n<li>Client Number<\/li>\n\n\n\n<li>Matter Number<\/li>\n\n\n\n<li>Fee Earner Code<\/li>\n\n\n\n<li>Work Type Code<\/li>\n\n\n\n<li>Client Address (all fields)<\/li>\n\n\n\n<li>Client Billing Address (all fields)<\/li>\n\n\n\n<li>Client names 1-5<\/li>\n\n\n\n<li>Fee Earner Description<\/li>\n\n\n\n<li>Work Type Description<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"h2 wp-block-paragraph\">How to use the excel sheet in a Word Mail Merge<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When the report has been generated to screen, select Export type Excel in the top right of the report.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"499\" height=\"257\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-50.png\" alt=\"\" class=\"wp-image-60502\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-50.png 499w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-50-300x155.png 300w\" sizes=\"auto, (max-width: 499px) 100vw, 499px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Export.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"507\" height=\"155\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-52.png\" alt=\"\" class=\"wp-image-60505\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-52.png 507w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-52-300x92.png 300w\" sizes=\"auto, (max-width: 507px) 100vw, 507px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Save As, select a location, name your file and ensure that the file type is XLS<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"698\" height=\"117\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-53.png\" alt=\"\" class=\"wp-image-60506\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-53.png 698w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-53-300x50.png 300w\" sizes=\"auto, (max-width: 698px) 100vw, 698px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can now use this excel sheet as a data set for a Word Mail merge.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Follow Microsoft&#8217;s guidance <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/mail-merge-using-an-excel-spreadsheet-858c7d7f-5cc0-4ba1-9a7b-0a948fa3d7d3\">here<\/a> to create your letters using this excel sheet.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This report lists all of your clients names and addresses according to the filter options that you choose. This list can then be used for purposes outside of Osprey TM by exporting to Excel.<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[113],"tags":[],"class_list":["post-33165","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-miscellaneous-reports"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Reports: Client List - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through running the Client List Report\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/client-list_merge\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Reports: Client List - Osprey Approach Customer Support &amp; 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