Showing results for 
Search instead for 
Did you mean: 
Created with Sketch. Click here to learn more about upcoming webinars for ProFile.
Created with Sketch. Watch the recording of our ProFile eSignature Feature Demo.
ProFile Help

How to create a query in the Client Explorer

1. In ProFile, open the Client Explorer (Go to the Goto menu and select Client Explorer or press F3 on the keyboard)

2. Click the Filter button to display the filter pane in the Client Explorer

3. Select the tab or module and filter the specific year for the query you would like to run

4. Choose the Status to be applied to the query.

The query applies only to returns of a single type (Example: 2015 T1 Returns). To display only the files matching the query criteria, clear the other modules checkboxes to remove those client files from the list. The prior years should also be cleared.
Hint: right clicking the module such as the T1 and then selecting Clear All, allows all years to be cleared, facilitating to select a single year.

Get in touch with other Accountants

Follow us on Twitter and Like us on Facebook



Was this helpful?

You must sign in to vote, reply, or post