How to Print the Client Roster in ElderSuite

📝 Overview

Client Roster - Form ES1200 creates a printable list of clients who fall within the date range you select.

Open Report Center from the ElderSuite main menu, select Client Reports, and open Client Roster - Form ES1200. Set the dates, optionally add up to three client fields, and click Preview. The finished roster opens in the Report Viewer, where you can print it or save a copy.

⚙ How It Works

1. Open Client Roster From the Report Center

Open Report Center and select Client Reports.

Highlight Client Roster - Form ES1200, then click View Report or double-click the report name.

2. Set the Date Range

Start Date and End Date are the report filters. Both default to today, so change the dates when you need a longer period.

Both dates are required. You do not select an individual client because ElderSuite builds the roster from the selected date range.

Make sure End Date is on or after Start Date. ElderSuite does not warn about a back-to-front range; a reversed range simply finds no clients and the report fails to generate.

3. Add Extra Columns if Needed

Each roster includes the client's search name. To add more client details, click Customize.

Choose up to three additional fields in Field 1, Field 2, and Field 3, then click Ok to return to the roster options.

The custom-field choices apply to the current Client Roster session and are not saved as a permanent report layout.

A physician's name is not available as a custom roster column. To print physician details, use Contact Information Assessment - Form ES1000 from Report Center → Client Reports.

4. Preview and Print the Roster

Click Preview. ElderSuite builds Form ES1200 and opens it in the Report Viewer. Nothing is sent to a printer automatically.

Print or save the finished report from the Report Viewer.

Each page includes the provider name, selected date range, page numbering, and the client rows included on that page. Longer rosters continue across additional pages in the same report.

The values on the finished roster are flattened and cannot be typed over in the Report Viewer.

✅ Important Limitations

The Client Roster window filters the report by Start Date and End Date.

You can add up to three extra client columns, and those choices are not saved after the Client Roster window closes.

The roster does not print an enrollment total.

Form ES1200 does not export directly to a spreadsheet. For spreadsheet-ready client information, use Client Center → Client List → Export Client Records and choose All Records or Active Records to create a CSV file.

Client Roster - Form ES1200 opens from the Report Center; it is not the same as the working Client List in the Client Center.

If the report is not generated, confirm the date range and that clients should fall within that period. If ElderSuite reports that required report files are missing, reinstall ElderSuite before retrying.

💡 Need More Help?

For help printing or customizing the Client Roster, open Ask Eddie inside ElderSuite.