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Running a Company One-Click Report

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 Download as Excel, and follow the onscreen prompts to open the report as an Excel spreadsheet.