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Page History: Organization Report

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Page Revision: Tue, 13 Oct 2009 14:00



Default Menu Location

Reports >> Address Book >> Organization Report

Click here for a screenshot

General Description

Organization Reports screen generates information about a company and its affiliated organization. An affiliated company could be a customer or a vendor depending on the attributes.

Filters

Organization Name: The name of the company you want to look for.

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

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 Vendor List

Print a Vendor List


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.


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