Difference between revisions of "Organization Report"

From Adjutant Wiki

(Created page with "__NOTOC__ ==Default Menu Location== '''Reports >> Address Book >> Organization Report''' [http://www.abiscorp.com/AdjWiki/(X(1)S(k3o5wg55ejd0qxuurpzykk55))/GetFile.aspx?File...")
 
Line 3: Line 3:
  
 
'''Reports >> Address Book >> Organization Report'''
 
'''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==
  
Line 14: Line 11:
 
'''Organization Name:''' The name of the company you want to search for. Leave this field blank to search all.
 
'''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==
 
==How To Print a List of Vendors==
  

Revision as of 09:47, 22 October 2024

Default Menu Location

Reports >> Address Book >> Organization Report

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.

How To Print a List of Vendors

Organization Report.png

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: