To generate a list of upcoming client birthdays for our office, do the following:

1. In Xperience > Products > Synapsys CRM > Desktop. The Home/Suite Manager screen displays.
2. Click Reports.
3. Click  + Office > Birthday Month.  
4. In the Search field, enter your office name.   
5. Use the Birth Month drop-down menu to choose a birth month.     
6. Click View Report.