# Search on custom fields in client manager

**URL:** <https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105>\
**Category:** Client Manager\
**Created:** [January 7, 2019, 11:23pm UTC](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105 "2019-01-07T23:23:46Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![TimParris](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/timparris/32/240_2.png) [@TimParris](https://www.protaxcommunity.com/u/TimParris)\
**Post date:** [January 7, 2019, 11:23pm UTC](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105/1 "2019-01-07T23:23:46Z")

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How would I run a selection on custom fields within the client manager?

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**Author:** ![brian1](https://avatars.discourse-cdn.com/v4/letter/b/50afbb/32.png) [@brian1](https://www.protaxcommunity.com/u/brian1)\
**Post date:** [June 22, 2021, 6:04pm UTC](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105/2 "2021-06-22T18:04:40Z")

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I’d also like to know if this is possible. Or if there is some kind of report you can generate based on custom fields.

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**Author:** ![TimParris](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/timparris/32/240_2.png) [@TimParris](https://www.protaxcommunity.com/u/TimParris)\
**Post date:** [June 22, 2021, 6:51pm UTC](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105/3 "2021-06-22T18:51:41Z")

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I never received a reply to my question.

If this is important to you, I would suggest calling TaxCycle Support and making a request to the support personnel there. I have found them to be a font of information.

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**Author:** ![mike](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/mike/32/346_2.png) [@mike](https://www.protaxcommunity.com/u/mike)\
**Post date:** [June 23, 2021, 1:34pm UTC](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105/4 "2021-06-23T13:34:39Z")

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You can report on any fields in TaxCycle using the “Batch-\>Calculate” feature in the Client Manager.

Export the results to Excel for review.

> **[Batch Calculate](https://www.taxcycle.com/resources/help-topics/client-manager/batch-operations/batch-calculate/)**
>
> The TaxCycle Client Manager allows you to batch recalculate returns to check for changes in the files and review messages.

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**Author:** ![brian1](https://avatars.discourse-cdn.com/v4/letter/b/50afbb/32.png) [@brian1](https://www.protaxcommunity.com/u/brian1)\
**Post date:** [June 23, 2021, 4:01pm UTC](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105/5 "2021-06-23T16:01:19Z")

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This is exactly what I needed to hear!

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**Author:** ![CGLtax](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/cgltax/32/1939_2.png) [@CGLtax](https://www.protaxcommunity.com/u/CGLtax)\
**Post date:** [November 8, 2022, 8:53pm UTC](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105/6 "2022-11-08T20:53:28Z")

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Unfortunately, this is limited to only 5 items. I need something more robust being able to spit out a CSV with client info in multiple fields.

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**Author:** ![kevin](https://avatars.discourse-cdn.com/v4/letter/k/2acd7d/32.png) [@kevin](https://www.protaxcommunity.com/u/kevin)\
**Post date:** [November 8, 2022, 9:47pm UTC](https://www.protaxcommunity.com/t/search-on-custom-fields-in-client-manager/2105/7 "2022-11-08T21:47:35Z")

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Yes, I agree. It would help if the batch calculate allowed more fields as part of the export.