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Forum Post: RE: How to save a client selection filter as a report to use each month

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Allen, Happy Thanksgiving to you! Not a rush as I don't want to disturb you, but where exactly is the "save template toolbar icon" that you mention? I thought my only option was to click on a "disk" icon to the right of the client filter after checking the names I want. That is the icon I checked and then ultimately "lost" all the checked off names.(I have Timeslips 2012) Secondly, if I manage to find the "save template icon" and check off the 288 names for a third time, and hopefully save them for the LAST time, where do I find the template if I need to look at it or add a new client name? Regarding your second paragraph I have a rough idea of how to create CCF, but my employer is emphatic about not printing out every single client bill. I tried explaining that I can put specific clients on a "hold bill" set up but she does not want me to print those bills at all. She has her reasons. Allen, again, thank you very much. Donna

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