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Company list by segment (List)
This report displays a list of companies in selected industry segments. For example, all companies in the computer - software segment. To run the report:
- Click Reports .
- Click the General report category.
- Click Company List by Segment or click Run next to the report name.
The report output is displayed onscreen by default. Leave the on-screen option selected for this example.
- Select criteria for the report. If you leave the search criteria blank,the results return all the permitted values. To select multiple criteria on the right-hand side of the panel, hold the Ctrl key and click the individual entries.
- Click Go. The Company List by Segment report is displayed in a new window.
Understanding more about your report
- The search criteria are displayed at the top of the report output.
- The report output page may link to data to the corresponding Summary pages. For example, if the report contains hyperlinks, you can click a company name to go to that company Summary page.
- To navigate the pages of a longer report ,use the navigation buttons at the top of the page. The first page is displayed as soon as it is generated, with arrows at the top to go to the next or last page. If you navigate to other pages before they're generated, a message is displayed to inform you that the page is not ready.
Once the whole report is generated, a Go To Page icon is displayed at the top of the page. A Print icon is also available. The navigation buttons are defined in the report builder by the System Administrator or a user with report editing rights.
- To close the report page, close the window displaying the report output.
See Also:
Activities logged report by user (Cross Tab)
Opportunity closing history (Historical)
Person summary report
Exporting a Company list from a search list
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