Summary
A simple report which lists all accounts within the customer's database along with some customisable group columns.



Report Location 

Report Category: Lists

Report Sub Category: All

Report: Account List



Report Sample



Parameters 

  • Account Groups (as set in "Reporting Config" within Perenso Administrator) 



Requirements for report 

  • Accounts exist in the Perenso database
  • Report Config has been done in Administrator for "Group" parameters to show data / work 



Column Details 

  • Account Name
    This column returns the Account \ Account Name.

  • Street 
    This column returns the combination of Street 1 and Street 2 field from the "Primary Address" section of the Account.

  • Suburb
    This column returns the Suburb field from the "Primary Address" section of the Account.

  • PCode 
    This column returns the Postal Code field from the "Primary Address" section of the Account.

  • State 
    This column returns the State/Province/Region field from the "Primary Address" section of the Account.

  • Primary Contact 
    This column returns the Name of the primary child contact of the Account. In brackets beside the Name is the Account Type description.

  • Last Call 
    This columns returns the date of the last completed call on the account.

  • Group 1 - Group 4 
    These columns return the Group Descriptions mapped in "Report Config" (found in Perenso Administrator).