The Company Reports option provides the ability to generate a report for Companies based on Rollup List  or Date Entered. Available report options include:

Summary

The Company Summary Report includes the following fields (This list cannot be modified):

• Status
• Company Name
• Phone
• Fax
• Industry Code
• City
• State
• Zip Code
• Number of Employees

Summary with Activities

When running the Company Summary Report, there is an option to “Include Activities”. Selecting this option will produce a report that includes All Activities for each Company Record, in addition to the fields listed above.

Summary with 5 Activities

Including Activities can lead to a very large report. If you are looking for a more condensed report, we also provide an option to include “5 Activities” in the report. When this option is selected the report will contain the fields listed above and the 5 most recent Activities for each Company Record.

Sample Company Summary Report

Detail

The Company Detail Report can include any combination of Predefined and Custom Company Fields. A user can specify which fields to include in the report by clicking Customize Detail from the Action menu of the Company Detail Report.

Detail with Activities

When running the Company Detail Report there is an option to “Include Activities”. Selecting this option will produce a report that includes All Activities for each Company Record, in addition to the fields selected in the Customize Detail Screen.

Detail with 5 Activities

Including Activities can lead to a very large report. If you are looking for a more condensed report, we also provide an option to include “5 Activities” in the report. When this option is selected the report will contain the fields selected in the Customize Detail Screen and the 5 most recent Activities for each Company Record.

Sample Company Detail Report