Company Module Reports

1. Company Mailing Labels

   1. Company Mailing Labels can be generated in either a single-row of three-row format for most popular types of labels.

   2. There are two options when printing company labels.

      1. After selecting the type of labels to be printed (single-row or three-row), a pop-up window will be displayed asking you to choose which records to print.

         1. “Current Record Only”, will print only the currently active company record.

         2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of companies in the database.

   3. If printing three row labels, the user will be asked to enter a number of labels to skip. This allows the user to reuse partial sheets of mailing labels as necessary.
   4. If printing three row labels, the user will prompted for a number of copies to print. This allows for printing of sheets of mailing labels for single companies or sets of labels for multiple companies.
   5. There are 30 mailing labels per three row sheet. Three columns of ten rows.
2. Company Lists
   1. Company Lists can be generated either with company personnel listed (Company List/People) or not (Company List).
   2. When selecting the Company List report, the current screen filter will be used to generate the report.
   3. When selecting Company List/People a pop-up window will be displayed asking you to choose which records to print.
      1. “Current Record Only”, will print only the currently active company record.
      2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then the report will be generated for the entire list of companies in the database.
      3. You will also be asked if you wish to print only one company per page.
         1. Answering yes will print each company with personnel listed on an individual page.
         2. Answering no will print each company with personnel listed on continuous pages.
   4. Both options will return a list of all companies in the database with the standard information from the Main Tab included.
      1. Information included
         1. Company List
            1. Company Name
            2. Company Address
            3. Company Phone Numbers
               1. Phone
               2. Fax
               3. TOLL-FREE
            4. Product Lines
            5. Company Type
            6. Buying Group Affiliation
            7. Territory
            8. Salesman
         2. Company List/People
            1. Company Name
            2. Company Address
            3. Company Phone Numbers
               1. Phone
               2. Fax
               3. TOLL-FREE
            4. Product Lines
            5. Company Type
            6. Buying Group Affiliation
            7. Territory
            8. Salesman
            9. Personnel Information
               1. Last Name
               2. First Name
               3. Job Title
               4. Birth date
               5. Product Lines
3. Company Card-ex
   1. Company Card-ex will be generated with company personnel listed.
   2. When selecting Company Card-ex, a pop-up window will be displayed asking you to choose which records to print.
      1. “Current Record Only”, will print only the currently active company record.
      2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then the report will be generated for the entire list of companies in the database.
      3. Information included
         1. Company Information
            1. Company Name
            2. Company Address
            3. Company Phone Numbers
               1. Phone
               2. Fax
               3. TOLL-FREE
            4. Company Type
            5. Territory
            6. Salesman
         2. Personnel Information
            1. First Name
            2. Last Name
            3. Job Title
4. Company to Word Processor
   1. This report will generate either a single formatted letter or a mail merge set of letters based on the specified records.
   2. When selecting Company to Word Processor Report, a pop-up window will be displayed asking you to choose which records to print.
      1. “Current Record Only”, will print only the currently active company record.
      2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then the report will be generated for the entire list of companies in the database.
   3. The letter will be automatically formatted using the "Letter" letterhead from the InDepth Defaults setup.
      1. Information included
         1. Date
         2. Company Name
         3. Company Address
         4. Salutation
   4. If selecting multiple companies, a mail merge is created allowing the user to either hand enter a single letter or paste in from another source the contents of the letter, and then apply the contents to all outgoing formatted letters.
   5. Mail merge’s have both printing and emailing as delivery options.
5. Export Company to File
   1. This report allows you to export, to a comma delimited file, information contained in the database.
      1. Information available for export
         1. Personnel Information
            1. Job Title
            2. Company Name
            3. First Name
            4. Last Name
            5. Prefix
            6. Middle Initial
            7. Pricing Checkbox
            8. Promotional Checkbox
            9. Quotes Checkbox
            10. Product Lines
            11. Phone Extension
            12. Birth Date
            13. E-Mail Address
            14. Comments field
            15. Miscellaneous
            16. E-Mail Quotes Checkbox
            17. Company Type
            18. Territory
            19. Salesman
         2. Company Information
            1. Phone Number
            2. Company Name
            3. Fax Number
            4. Company Address, Line 1
            5. Company Address, Line 2
            6. City, State
            7. Zip Code
            8. Salesman
            9. Territory
            10. Buying Group
            11. Product Lines
            12. Miscellaneous Field
            13. Company Home Page URL
            14. Local Phone Checkbox
            15. TOLL-FREE Number
            16. Company Type
            17. All Custom Fields will be displayed if they are entered.
      2. Simply check off the desired information to be included on the report.
         1. Clicking on either the “People Info” or “Company Info” buttons will select all fields for the indicated information set.
      3. To send the report, click the “Export Information” button to open the email message editor with the report included as an attachment.
   2. Delivery of this report is via email, to an address of the user’s choice.
   3. The report will be sent as a .CSV file attachment
6. Company Quotes Report
   1. The Company Quotes Report will generate a list of active quotes.
   2. The order of quotes displayed on the report is subject to the current display of the Quotes Tab in the Company Module.
   3. The order can be changed by field by following the steps below.
      1. Choose the field you wish to base the order on. (Ex: Job Name, Amount of Quote, Bid Date, etc.)
      2. Right Click on the header of the field.
      3. Choose “Sort Ascending” or “Sort Descending” as desired.
   4. You can select the report to be generated for either one company or all companies.
      1. After selecting the Company Quotes Report, a pop-up window will be displayed asking you to choose which records to print.
         1. “Current Record Only”, will print only the currently active company record.
         2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of companies in the database.
   5. The Report will contain the following information.
      1. Quote Number
         1. P###### indicate a Phone Quote
         2. S###### indicate a Scan Quote
      2. Person quote was sent to.
      3. Job Name
      4. Job Location
      5. Quote entry date
      6. Job Bid Date
      7. “Purchase By” Comments field
      8. “In House Comments” field
      9. “Comments” field
      10. Snapshot of quote values by line and Total.
7. Company Quotes Follow-up Report
   1. The Company Quotes Follow-up Report will generate a list of active quotes for follow-up purposes.
   2. The order of quotes displayed on the report is subject to the current display of the Quotes Tab in the Company Module.
   3. The order can be changed by field by following the steps below.
      1. Choose the field you wish to base the order on. (Ex: Job Name, Amount of Quote, Bid Date, etc.)
      2. Right Click on the header of the field.
      3. Choose “Sort Ascending” or “Sort Descending” as desired.
   4. You can select the report to be generated for either one company or all companies.
      1. After selecting the Company Quotes Report, a pop-up window will be displayed asking you to choose which records to print.
         1. “Current Record Only”, will print only the currently active company record.
         2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of companies in the database.
   5. The Report will contain the following information.
      1. Quote Number
         1. P###### indicate a Phone Quote
         2. S###### indicate a Scan Quote
      2. Person quote was sent to.
      3. Job Name
      4. Job Location
      5. Quote entry date
      6. Job Bid Date
      7. “Purchase By” Comments field
      8. “Comments” field
      9. Product Lines on Quote.
8. Company Sales Call Report
   1. Prints a list of Sales Call Notes based upon entries in the Sales Call Tab.
      1. After selecting the Sales Call Report, a pop-up window will be displayed asking you to choose which records to print.
         1. “Current Record Only”, will print only the currently active company record.
         2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of companies in the database.
   2. Contains the following information.
      1. Company Name.
      2. Person called on
      3. Call Date.
      4. Call Notes.
9. Company Call Organizer Report
   1. Prints a list of Call Objectives based upon entries in the Call Organizer Tab.
   2. Contains the following information.
      1. Company Name.
      2. Person to call on
      3. Call date.
      4. Call objective.
10. Company Offsheet Report
    1. Prints a list of offsheet notes based upon entries in the Offsheet Tab.
       1. After selecting the Offsheet Report, a pop-up window will be displayed asking you to choose which records to print.
          1. “Current Record Only”, will print only the currently active company record.
          2. “Current Screen Filter”, will print the entire contents of the current screen filter. If there is no filter applied, then labels will be generated for the entire list of companies in the database.
    2. Contains the following information.
       1. Company Name.
       2. Offsheet notes
11. Company Prior Approval Follow-up Report
    1. The Prior Approval Follow-up Report will generate a list of prior approval items for follow-up purposes.
    2. The Report will contain the following information.
       1. Company Name
       2. Quote Number
       3. Job Name
       4. Job location
       5. Snapshot of Total Quote Value
       6. Competitors item number.
       7. Cross referenced item number.
       8. Approved Checkbox.
       9. Rejected Checkbox.