The Where Used on Contact List Report produces a list of the Customer, Dealer, Branch, Authority, and Agency, records where the selected Entity displays on the Contact List.
Generating a Where Used on Contact List Report
Perform the following steps to generate a Where Used on Contact List Report:
- Navigate to the Reports menu, and select "System Reports".
Result: The "System Reports" Navigation Tree displays as shown in the following screenshot:
- Click the "Maintenance" Navigation Tree Node.
Result: The Maintenance section of the Navigation Tree expands as displayed in the following screenshot:
- Double-click "Where Used on Contact List".
Result: The "Where Used on Contact List" form displays as shown in the following screenshot:
- Select a contact type from the "Contact type" dropdown menu.
- Enter a contact ID in the "Contact ID" field, and click "Next".
Result: The Distribution Tab displays as shown in the following screenshot:
- For instructions on distributing your Report, refer to the "System Reports" document.