Difference between revisions of "Organization Report"

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(Created page with "__NOTOC__ ==Default Menu Location== '''Reports >> Address Book >> Organization Report''' [http://www.abiscorp.com/AdjWiki/(X(1)S(k3o5wg55ejd0qxuurpzykk55))/GetFile.aspx?File...")
 
 
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__NOTOC__
 
__NOTOC__
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==Default Menu Location==
 
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'''Reports >> Address Book >> Organization Report'''
 
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[http://www.abiscorp.com/AdjWiki/(X(1)S(k3o5wg55ejd0qxuurpzykk55))/GetFile.aspx?File=Address%20Book%5cOrganization%20Report.jpg|Click here for a screenshot]
 
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==General Description==
 
==General Description==
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The Organization Report displays information about the organizations (customers, vendors, prospects, locations, etc) in your system.
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The Organization Report displays information about the organizations (customers, vendors, prospects, locations, etc) in your system.  
 
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==Filters==
 
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'''Organization Name:''' The name of the company you want to search for. Leave this field blank to search all.
 
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From this screen you can choose to include or omit the following information on the report:
 
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[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]
 
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* Address Line
 
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* Contact Person
 
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* Contact Information
 
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* Parent Organization
 
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* Child Organization
 
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* People
 
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* Attributes Line
 
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* Salesperson
 
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* Account Manager
 
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* Accounting Links
 
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==How To Print a List of Vendors==
 
  
 
[[File:Organization_Report.png]]
 
[[File:Organization_Report.png]]
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[[Category:Address Book]]
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To print a list of your vendors, click the '''Choose from List''' radio button next to '''Org Attributes.'''
 
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Select '''SOLDFROM''' from the list and then click the '''SAVE''' button.  Click Output to run the report.
 
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==Print a List of Customers==
 
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To print a list of your customers, click the '''Choose from List''' radio button next to '''Org Attributes.'''
 
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Select '''SOLDTO''' from the list and then click the '''SAVE''' button.  Click Output to run the report.
 
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[[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