Summary
This report provides a list of accounts and their Distributor Numbers for the selected Distributors.



Report Location 

Report Category: Lists

Report Sub Category: All

Report: Account List with Distributor Numbers



Report Sample



Totals & Sub-Totals 

N/A



Parameters 

  • Group 1 - Group 4 (as set in "Report Config") 
  • Distributor



Requirements for report 

  • Accounts exist in the Perenso database
  • Report Config has been done in Administrator for "Group" parameters to show data / work
  • Accounts without a Distributor Number for a distributor will not be shown in this report



Sort Order 

  • Account Name



Column Details 

  • Acct Key
    This column returns the Perenso unique key for the account. This column serves no purpose except as a unique identifier for the account for matching purposes with other reports/imports if required.

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

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

  • Street 2
    This column returns the 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.

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

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

  • Phone 
    This column returns the Primary Phone Number field from the "Account Details" section of the Account.

  • Group 1
    This column returns the Account Group specified in the "Group Reports On" field within "Reporting Config" for Accounts in Perenso Administrator.

  • Group 2
    This column returns the Contact Group specified in the "Extra Group 1" field within "Reporting Config" for Accounts in Perenso Administrator.

  • Distributor 
    This column returns the Distributor Display Name of any Distributor where the account has an associated Distributor Account Number.

  • Distributor Branch
    This column returns the Distributor Branch Display Name of any Distributor Branch where the account has an associated Distributor Account Number.

  • Account #
    This column returns the Distributor Account Number for the Distributor/Distributor Branch for the account.
    If an account has multiple Distributor\Brand\Account #'s associated with it, each combination appears as a new line for the account (i.e. the account is listed multiple times).
    If an account does not have a distributor account number for ANY distributors, they will not appear in this report.