This report provides a list of accounts and their primary phone, primary fax and primary email
Report Location
Report Category: Lists
Report Sub Category: All
Report: Account List with Phone/Fax/Email
Report Sample
Account Name | Street 1 | Suburb | Phone | Fax | Group 1 | Group 2 | |
Account 1 | Line 1 | Account Suburb | (02) 9999 9999 | (02) 9999 9999 | sample@sample.com | Territory | Grade |
Account 2 | Line 1 | Account Suburb | (02) 9999 9999 | (02) 9999 9999 | sample@sample.com | Territory | Grade |
Account 2 | Line 1 | Account Suburb | (02) 9999 9999 | (02) 9999 9999 | sample@sample.com | Territory | Grade |
Account 3 | Line 1 | Account Suburb | (02) 9999 9999 | (02) 9999 9999 | sample@sample.com | Territory | Grade |
Account 4 | Line 1 | Account Suburb | (02) 9999 9999 | (02) 9999 9999 | sample@sample.com | Territory | Grade |
Account 4 | Line 1 | Account Suburb | (02) 9999 9999 | (02) 9999 9999 | sample@sample.com | Territory | Grade |
Account 5 | Line 1 | Account Suburb | (02) 9999 9999 | (02) 9999 9999 | sample@sample.com | Territory | Grade |
Totals & Sub-Totals
- N/A
Parameters
- Group 1 - Group 4 (as set in "Report Config")
Requirements for report
- Accounts exist in the Perenso database
- Report Config has been done in Administrator for "Group" parameters to show data / wor
Sort Order
- Account Name
Column Details
Account Name
This column returns the Account \ Account Name. Only active accounts are shown.
Street 1
This column returns the Street 1 field from the "Primary Address" section of the Account
Suburb
This column returns the Suburb 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
Fax
This column returns the Primary Fax Number field from the "Account Details" section of the Account
This column returns the Primary Email 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