Printing a List of Accounts

You can generate a list of account IDs. The list includes the account ID, account name, phone numbers, and e-mail address. For customer accounts, the list also includes the customer type. For providers, it includes the travel type and preference level. For employees, the list includes the sign-in code.

The list also includes the number of accounts printed. Print the list of accounts to determine how many mailing labels, envelopes, postcards, and so forth, that you need for a mass mailing.

The list is in the same order as in the Search Results grid on the Account ID screen.

To print a list of account IDs, tag the accounts, and then click PRINT.

Report Example

Account listing report