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Filtering client list for specific data

willmercer
Level 1

I am looking to filter my client list for specific data, namely the amount of child/dependent credit (not the dependent care credit).  Can this be done?  We have looked everywhere we know to look and cannot locate that data field as an available filter.

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2 Replies 2
pat
Level 4

You can run a report. In Individual, Print, Database Reports, Custom, Credits, Child/Dep Care?

Same for client list dispaly in Individual, right click column header and Adjust/Display Columns, under Credits, Child/Dep Care