Account List Report

Displays available information for each account including address and phone number.

Note: Information for each account appears on a single line, making this report much shorter than the Account List - Full Detail Report.

Run this report to view basic account info, such as street address, e-mail address, and phone number

Reports > Accounts > Account List

1. Click on Reports
   
2. Click on Accounts
   
3. Click on Account List
   

1. Click on the Add More Criteria button.
2. Select the criteria you want then press OK.

• Account Added By
• Account Modified By
• Account Number
• Account Type
• Active Account?
• Available Inventory?
• Birthmonth
• City
• Client Rating
• Date Added
• Display Which Accounts?
• Donate Allowed
• Fee Frequency
• Filter Code
• Inactive Date
• Last Contract Date
• Last Date Item Added
• Last Date Modified
• Last fee Date
• Last Purchase Date
• Last Transaction Date
• Layaways Allowed
• Preferred Price Code
• State
• Zip Code

Click the following link to move to the next article in this section:
Account List - Full Detail Report

Account List Report Selecting the Right Report Account List - Full Detail Report Account Comments Report Account Export by Purchases Report Account Export by Sales report Account List by Filter Code Report Tax Exempt Account List Report User Fields Report Wish List - Cross Reference report Wish List Report