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ProFile Help
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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.

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