The list of all the companies created in this software can be viewed by clicking on Setup > then Company List :-

Setup -Company List

The following will appear:

Company List - 1

The list of companies can displayed in 2 way :

Summary –Select this in order to get the list of companies with minimum information.

Details – Select this in order to get the list of companies with additional information.

Company List - 2

Click on, >Show Report< . The report will be generated. The following is displayed below:

company-list-summery
Company List – Summery

company-list-detailed
Company List – Detailed

Once the report is generated, user can print, save or export the report.

In order to view the report in the Excel file, click on ‘Export to Excel’ :

Company List -Excel 1

The report generated will get exported to Excel, as shown below :

Company List -Excel 2

In order to view the report in the CSV file, click on ‘Export to CSV’ :

Company List - CSV 1

The report generated will get exported to CSV, as shown below :

Company List - CSV 2

Need more help with this?
CA-TDSMAN - Support

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