Organization Report

Modified on Fri, 08 Aug 2014 13:04 by hmontgomery — Categorized as: Address Book

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Default Menu Location
General Description
Filters
Print a List of Customers

Default Menu Location¶

Reports >> Address Book >> Organization Report

Click here for a screenshot

General Description¶

The Organization Report displays information about the organizations (customers, vendors, prospects, locations, etc) in your system.

Filters¶

Organization Name: The name of the company you want to search for. Leave this field blank to search all.

From this screen you can choose to include or omit the following information on the report:

Organization Report screen with the Attributes Option

Address Line

Contact Person

Contact Information

Parent Organization

Child Organization

People

Attributes Line

Salesperson

Account Manager

Accounting Links
==How To Print a List of Vendors==

Print a list of Vendors

To print a list of your vendors, click the Choose from List radio button next to Org Attributes.

Select SOLDFROM from the list and then click the SAVE button. Click Output to run the report.

Print a List of Customers¶

To print a list of your customers, click the Choose from List radio button next to Org Attributes.

Select SOLDTO from the list and then click the SAVE button. Click Output to run the report.