Difference between revisions of "Organization Report"

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__NOTOC__
 
__NOTOC__
==Default Menu Location==
 
 
'''Reports >> Address Book >> Organization Report'''
 
 
[http://www.abiscorp.com/AdjWiki/(X(1)S(k3o5wg55ejd0qxuurpzykk55))/GetFile.aspx?File=Address%20Book%5cOrganization%20Report.jpg|Click here for a screenshot]
 
 
 
==General Description==
 
==General Description==
 
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The Organization Report displays information about the organizations (customers, vendors, prospects, locations, etc) in your system.
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:
 
 
 
[http://www.abiscorp.com/AdjWiki/(X(1)S(k3o5wg55ejd0qxuurpzykk55))/GetFile.aspx?File=Address%20Book%5cOrganization%20Report%20w-attributes.jpg|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==
 
  
 
[[File:Organization_Report.png]]
 
[[File:Organization_Report.png]]
 
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[[Category:Address Book]]
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.
 
[[Category:
 

Latest revision as of 10:10, 22 October 2024

General Description

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

Organization Report.png