In this article we will go over the Company List Report. The company list will allow you to view all the companies that you have in your CRM tab. You will have the option for parameters to view specific companies. Once all the parameter have been selected then the Excel file will show: Company Name, Date the Company was Created, Address, Phone, Fax, Email, Total Sales, # of Orders, Website, SIC Code, Industry Employee Size,Tax Exempt and Tax Exempt Id.
1 - Click on the More tab - Reports tab - Data Export tab.
2 - Next click on the Company List link.
3 - Next you will have parameters that you can choose. Make sure to check off the box to the left of the parameter you want to select.
4 - Description of the Parameters:
A - Company Created Between - select the dates the company was added to the CRM
B - Placed an Order in the past - you can select how many days it has been since their last order was placed
C - Has placed at Least - you can select how many orders the company has placed
D - Has Spent at Least - you can choose a dollar amount that the company has spent
E - Is Tax Exempt - is the company tax exempt
Note - remember to check the box to the right of the parameter that you are selecting.
4 - Once you are done with the parameter selections you can click on the Generate Report tab.
5 - Your report will then download to your computer. Note you can have your report emailed to you by clicking the Click Here link.
6 - You will then be able to view your report in Excel.
You have now learned how to use the Company List Report.