I would imagine that you could set up pdf factory on the process server itself. Set that printer up through named printers in eEnterprise for all sales journal postings. The users should then be able to save the docs to pdf.
Or.. eEnterprise already saves all sales journals automatically for...
If they want to know monthly how many clients were served I would start with using this for the starting and ending parameters on the report. Create a formula to prompt for the starting month name and year and ending month name and year.
1. Create 2 month formulas...
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