Card Summary Name and Address Report

Owned by Van Ho (Deactivated)
Last updated: May 07, 2015 by Monica Chand (Deactivated)
1 min read

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

 Show me

Running the report

  1. In the Navigation panel, go to Reports then List Reports.
  2. In the list of reports find the category Cards and then select Card Summary Name and Address Report

  3. Select a parameter some options may be as per image

     Show me

  4. Click on Show Report Using Parameters

  5. Result appears as above image.

Use Case