[emilee]

Is there a way to run a report thru Profile, which will give me the clients who are between the ages of 65 and 70?

[Tim Parris]

Yes

You use the client manager if using the premier or the database manager if using basic. Create a filter and go from there.

[Hardev@Intuit]

emilee, on 29 September 2011 - 09:32 PM, said:

Is there a way to run a report thru Profile, which will give me the clients who are between the ages of 65 and 70?

You can use the following Free form expression query to filter clients between the ages of 65 and 70.
(format(ClientBirthDate,"yyyy/mm/dd")>"1939/12/31") and (format(ClientBirthDate,"yyyy/mm/dd")<"1945/01/01")

[Hardev@Intuit]

This email query was sent to me - Hardev@Intuit,

Timmin has sent you this email from http://community.int...sion/index.php.

I saw your reply to running a database query to find T1 clients in a particular age range. Similarly, I would like to run a T2 query to list all T2 clients with Capital Dividend Account balances greater than zero. Are you able to provide the query format?

________________________________________________

Here is the reply:

This query will list T2 returns that have "Adjusted Capital Dividend Account (CDA) balance greater than zero" CDA[28]>0. If you need to change this query to list T2 returns that have "Capital Dividend Account (CDA) balance greater than zero" then change the query to CDA[27]>0.