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Overview

Card Summary Name and Address report provides you with details on cards, contacts and their addresses.  The card id, card name, phone, fax, email address, street address, suburb, postcode, state and primary contacts is visible.

Image of report result

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Running the report

  1. In the Navigation panel, go to Reports then List Reports.
  2. In the list of reports find the category Financials Cards and then select Bankings select Card Summary Name and Address Report
  3. Select a parameter some options may be as per image

     

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  4. Click on Show Report Using Parameters, screen as per below will appear

    After you have clicked ok the report runs

  5. Result appears as above image.

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