Show/Hide Toolbars

The Retirement Analysis Kit Help File

There are a number of reports (accessed by selecting File/Print from the ribbon bar) for the Database program, including those shown in the image below.

Database printing reports

Note:If a filter is active in the database program, only the clients who meet the criteria will be shown in the printed report. For example, to create Avery labels for clients from specific zip codes:

1.Create a filter for the specific zip codes and/or city, and use the following steps (click here for an example).

2.Select the 'Avery...' report (shown above), and click on the 'Print' button.