Card List [Detail] report
This report displays a comprehensive list of all people and companies in your Card List.
Report details
Filters
General
:
Cards All/Selected
Advanced
:
Card Type: All/Selected
Identifiers
ZIP Code: From/To
Last Contact Before
Last Reminder Before
Recontact
Remind By
Sorted by
Card (Alphabetical)
More Report Fields (not preselected)
Account Type
Payment Method
ABA Routing
Bank Account No
Bank Account Name
Credit Card No
Card Name
Exp Date
Address
ZIP
Finishing Choices
Separate Pages
Include Inactive Cards
Add to Reports Menu
Include Company Name
Include Company Address
Include Report Date and Time
View transaction source
Click any field to open the
Profile
view of the
Card Information
window.
View sample
Reports List
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