Major Account Listing
To create the report:
- From the main page, select Reporting
Major Account Listing. - Select the sort order for the report.
Show me the sort order options...
- Select the status of accounts that you want to view.
Show me the status options...
- Select the major account numbers that you want included on the report.
- Click Display Report.
View field definitions.
Major Account Number | |
Major Account Name | |
City, State | |
Major Contact Name | |
Phone | |
Account Balance | |
Active | |
Total Major Accounts | |
To print the report, select the Acrobat (PDF) file format.
Tell me how...
- Create the report.
With the report displayed, select the Acrobat (PDF) file format from the drop-down list.
- Click the Export link.
- Click Open.
- Click File
Print. - Click OK.
- Close the open window.
To export the report, select the
export format and click Export.
Tell me how...
XML File with report data | |
CSV (comma delimited) | |
TIFF file | |
Acrobat (pdf) file | Use this format to print the report. |
Web archive | |
Excel | Report data is formatted in an Excel spreadsheet. |
- Create the report.
With the report displayed, select the format from the drop-down list.
Click the Export link.
- Click Open.
The file is opened in the window of the format you selected.
-or-
To save the file in the different format, click Save.