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Counterparty contact information
The Counterparty contact information report shows contact information of companies' counterparties (such as emails, phone numbers, and contact persons).
The report is based on data recorded in counterparty cards.
The report data is grouped by company, counterparty, supplier invoice, and product. You can change the report settings to view only the data related to a certain company or counterparty.
To open the report:
- Go to Sales.
- Under Reports, click Counterparty contact information.
- Specify the report settings.
- Сlick Generate.
Report settings
The Counterparty contact information report has the following settings:
| Setting | Description |
|---|---|
| Counterparties | The counterparty that the report is generated for. To view the report for a certain counterparty, select a counterparty and ensure the checkbox is selected next to the Counterparties field. To view the report for all counterparties, keep the checkbox cleared. The counterparties list is based on the Counterparties catalog. |
These are the basic settings of the report. You might need to change the report filters, sorting, structure, or other advanced settings. In this case, click Settings, switch to Advanced, and specify the needed settings.