Print Labels Report

The Print Labels feature allows you to create labels for clients, staff, and contacts.

Permissions Required for this Report

In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:

  • Security group profile > Functional rights > Reports > Labels > Print Labels
  • Security group profile > Functional rights > Administration Manager > Staff Manager > Staff profile
  • Security group profile > Functional rights > Administration Manager > Client Manager > Client profile

Label Specifications

Address Types

Primary Address

Mailing Address

Note: When the address type you select is not set up in a client, staff, or contact profile, another available address from the profile is used. When Primary is selected but is not assigned in a profile, the mailing address is used. When Mailing is selected but is not assigned in a profile, the primary address is used. If neither the primary or mailing address is assigned, the first address added in the profile is used.

Label Types

Clients

Staff

 Contacts
Keywords
Client Keywords Staff Keywords Contact Keywords

Address Line 1

Address Line 1

Address Line 1

Address Line 2

Address Line 2

Address Line 2

Address Line 3

Address Line 3

Address Line 3
Apartment/Suite Number Apartment/Suite Number Apartment/Suite Number
City/Suburb City/Suburb City/Suburb
Client Billing Group Country/Region Client Name
Client Name First Name Contact Name
Correspondence Name Last Name Country/Region
Country/Region Middle Name First Name
Financial Reporting Client Group Position Job Title
First Name Report Name Last Name
Last Name Staff Name Middle Name
Middle Name State/Province Suffix
Name Line 1 Suffix Title
Name Line 2 Title Zip/Postal Code
Salutation Zip/Postal Code  
State/Province    
Title    
Zip/Postal Code    

Filter/Sort Specifications

Filters
Client Filters Staff Filters Contact Filters

Client-Principal

Department

Category

Client Bill Manager

Report Name

Client Business Unit

Client Billing Group

Staff Business Unit

Client ID.Sub ID
Client Business Unit Staff ID Client Name
Client ID Staff Name Client Name (Originating Client)
Client ID.Sub ID Staff Office Client Office
Client Name Staff Position Client Region
Client Office Staff Region Client Return Group
Client Region Staff Reporting Manager Client Tax Type
Client Status   Contact Name
Client Type   Job Title
Financial Reporting Client Group   Sort Name
Line of Business    
Manager    
Primary Partner    
Sort Name    

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Sort Options
Client Sort Options Staff Sorts Options Contact Sort Options

Client-Principal

Department

Category

Client Bill Manager

Report Name

Client Business Unit

Client Business Unit

Staff Business Unit

Client ID.Sub ID
Client ID Staff ID Client Name
Client ID.Sub ID Staff Name Client Name (Originating Client)
Client Name Staff Office Client Office
Client Office Staff Position Client Region
Client Region Staff Region Client Return Group
Client Status Staff Reporting Manager Client Tax Type
Client Type   Contact Name
Line of Business   Job Title
Manager   Sort Name
Primary Partner    
Sort Name    

Note: The Manager and Primary Partner field names are the default values defined for client responsible staff. The first ten client responsible staff List values that are defined by your firm are available field options.

Print Labels - Labels Tab

Print Labels - Filter/Sort Tab