Recalculating Client Statistics for a Period

After statistics have been calculated for clients during a period, they can be recalculated.

About this task

Existing data must be invalidated before statistical data can be recalculated.

Procedure

  1. Click File > Ancillary Data > Para > Client > Client Statistics.
  2. Click the Update tab.
  3. In the Year Beginning list, click the year.
  4. In the list of periods, click the calculated period.
  5. Click Invalidate.
    The Calculated column shows No for the period.
  6. Click Update.
    Statistics for the year and period selected are generated for all clients.
  7. Click Close.

What to do next

To view client statistics for an individual client, select the client record in Client Registration and click the Statistics tab.