The Company One-Click Report provides a summary of the key data stored in a Company Profile, including the company address, website, phone numbers, and DUNS/TIN numbers. The report also displays information for stored Locations, Documents, Tasks, Events, and any Additional Forms attached to the Company Profile.
1. Open a Company Profile.
2. In the Company Profile screen, click One Click Report in the toolbar.
3. Review the report, which displays in a new browser window.
4. (Optional) Click the Download As Excel button, and open the downloaded report in an Excel spreadsheet.