The purpose of the Subaccount Report is to provide additional details including address and contact information for each subaccount.
The report screen will display a message that “Your Report is ready! Please Run Report”.
You can click on “Run Report” but first should update the filter setting with a subaccount type selection.
In the filter menu, you can make a selection for Subaccount Type. The clear button will remove any recent selection made in the filter field and the apply button will run the report including changes made to the filter.
The Sort menu can be used to sort the data on the report by Code or Name with an Ascending or Descending sort direction option.
The report has four print options.
The envelope icon can be used to send the report by email.
The floppy disk icon can be used to download the report as a PDF or Excel file.
The laptop icon can be used to open the report in a new tab or window depending on your browsers settings.
The gear icon can be used to set up page size and margin configurations for the report.