The Global Keyholder Master File Report lists Keyholders with Contact IDs tied to their information.
Generating a Global Keyholder Master File Report
Perform the following steps to generate a Global Keyholder Master File 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 "Master File" Navigation Tree Node.
Result: The Master File section of the Navigation Tree expands as displayed in the following screenshot:
- Double-click "Global Keyholder Master File".
Result: The "Global Keyholder Master File" form displays as shown in the following screenshot:
- If you want, apply any of the following parameters to your Global Keyholder Master File Report:
- Keyholder ID
- Keyholder Name
- City
- Region
- Password
- To run a Global Keyholder Master File Report, enter a beginning value in the "From:" field and an ending value in the "To:" field. The system will report on all items that fit between the beginning and ending values.
- If you want, select the "Mail format" checkbox.
- If you want to prevent passwords from displaying in your Report, select the "Suppress passwords" checkbox.
- If you want your Report to display page breaks between Global Keyholder listings, select the "Page breaks" checkbox.
- Click "Options".
Result: The "Global Keyholder Master File Options" window displays as shown in the following screenshot:
- Items in the "Sub-reports:" area of the window display as preselected. If you want, deselect the items you want to exclude from your Report.
- Items in the "Keyholder type:" area of the window display as preselected. If you want, deselect the items you want to exclude from your Report.
- Click "OK".
Result: The "Global Keyholder Master File Options" window closes and the system returns the user to the "Global Keyholder Master File" form.
- 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.