Plan Listing Reports dialog

Alerts and notices

Use the Plan Listing Reports dialog to create reports that summarize various details about your plans, including your clients' contact information, the plans assigned to each preparer, the location and accessibility of plan data, and more.

To open the Plan Listing Reports dialog, close any open plan and then choose Reports > Print Plan Listings.

Special information

Printing plan listing reports

Fields & buttons

Reports group box

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