Phone Sheet Report

Use the Phone Sheet report for a consolidated list of everyone whom you might call.

When you click the Update button, it shows your customers, projects, bank accounts, employees and vendors.

If you would like to convert the phone sheet info to some other format, click the Save as Text button and save the report as a file. You can then open it with a spreadsheet or word processor program, and modify the data or appearance.

To change the data that shows in the table, use the Custom Layouts command.

For more about using reports, click here.