This shows you how to pull the report of all of your birthdays, anniversaries, and custom made special events in myClients
Once in myClients, you can access a report of your upcoming birthdays and anniversaries by doing the following:
- Click on your Reports icon on your menu bar
- Click on Birthdays and Anniversaries from the Reports side-bar menu.
Once you're viewing your Birthdays and Anniversaries...
- Click on the Month dropdown menu to view your Birthdays, Anniversaries, and Special Events by month.
- You can also filter by Category