Difference between revisions of "Organization Report"

Latest revision as of 10:10, 22 October 2024

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

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 __NOTOC__
-==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.
-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==
 [[File:Organization_Report.png]]
+[[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: