Card List [Summary] report
This report displays a list of all people and companies in your Card File, as well their current balance.
Report details
Filters
General
:
Cards All/Selected
Advanced
:
Card Type: All/Selected
Identifiers
ZIP: From/To
Last Remind Before
Remind by
Currencies
Sorted by
Card (Alphabetical)
More Report Fields (not preselected)
Status
Card ID
Custom List # 1, 2, 3
Custom Field # 1, 2, 3
Finishing Choices
Include Inactive Cards
Add to Reports Menu
Prevent Data Changes During Report Generation
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click any field to open the
Profile
view of the
Card Information
window.
View sample
Reports List
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