Company roster

To display a standard company roster that includes different kinds of company information, use the Company Roster report.

 

    1. Go to Reports > Registration Reports > Company Roster.

    2. In the Filters section, specify the Companies, Activities, Transaction Dates/Times, and/or any other details to filter the report, if necessary.

    3. In the Options section:

      1. Select the Output Type for the report.

      2. Select any other necessary information that you want to include in the report.

    4. Click Run Report.

 

Note: For complete descriptions of the options on this page, click here.

Related topics

Adding or modifying a company

 

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