Contacts Report

Navigation path

Reporting > Records > Contacts

Report synopsis

The report will give you a list of your contacts and will show the following detail for each;

Contact code.
Full name, address and telephone number of contact.
Contact.
Sort key.
VAT Number.
Period and Year to date amounts.
 

Display 

Show report with:
Search criteria: Will display the selected settings at the top of the report.
Report notes: Enables a free text box to add your own notes and displays at the top of the report.
 

Settings

Type: Choose from Income sources & Suppliers, Income sources only, Suppliers only or Customers only.
Contact: Choose to run the report for one specified contact by choosing from the drop down.
Sort key: If using sort keys you can choose to run the report for a specific sort key by choosing from the drop down.
Exclude inactive: Default setting is to exclude any contacts you have marked as inactive. Should you wish to include inactive contacts, change the slide over to No.

An example of the report is shown below;

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