1. Login to FORT and click on CRMS from the main menu

2. Using the Client Search facility, find the client's details

3. Click the "Report" icon displayed in the "Actions" section (far right-hand side)

4. Select whether you want to include the clients' names, dates of birth etc.

5. Assign the report an appropriate file name (e.g. Mr Smith June 2010)

6.  Click the blue "Generate Report" button

7.  A dialogue box will appear to allowing you to either open the report or to save the file.  Select the option you prefer.

The report is generated as an Excel document--this is to allow users to manipulate the data in a way that will meet their own reporting requirements.