How to Generate Persons Reports

Objectives

• Generate Contact Reports

Steps

The Reports Module has many useful predefined Reports that are segregated as per each related module.

• Open the Reports & Dashboards Module from the main menu:

• Go to Reports→ All Reports
• All Reports related to Persons can be found under the same section.

Persons Per Group of Companies: Persons Per Group of Companies report requests the user to choose the Company Container in question. 

Once the Container is chosen, the Report will display all the Persons and Companies related to this Container.

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