Select this check box if you only want to include clients that have their One Time Retainer check box selected. Clients that are not One Time Retainer clients will be excluded from the report.

Clear this check box if you want all client funds clients included on the report.

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.