BT> Reports> Business Listing

Business Listing Report

Summary

The Business Listing Report displays a list of businesses that have been created in the Business Tax module and that match the selected criteria.

Step by Step

1 Open the Business Listing window (BT> Reports> Business Listing).

2 Configure the report.

Select the businesses you would like to include in the report by entering information into the window.
The Business Type field is used to filter businesses by business type. Check the toggles next to the business types you would like to include on the report. By default, all business types are selected.
- Business types are attached to businesses using the Business Maintenance window (BT> Maintenance> Business> Select a business> General tab> Business Type field). Click here for information on Business maintenance.
- Business types are created and maintained using the Business Maintenance window (BT> Maintenance> Business Type). Click here for information on Business Types.

The Status field is used to filter the businesses that display on the report by the status attached to the business. Check the toggle next to a status to include it on the report. By default, all statuses are selected.
- Statuses are user-defined and are attached to businesses using the Business Maintenance window (BT> Maintenance> Business> Open a business> General tab> Status field).
- Statuses are created and maintained using the Status Maintenance window (BT> Maintenance> Status). Click here for information on Status maintenance.

The Organization field is used to select the businesses included in the report by the organization type attached to the business. Check the toggle next to the organization type you would like to include on the report. By default, all toggles are checked.
- Organization types are attached to business records using the Business Maintenance window (BT> Maintenance> Business> Select a business> General tab> Organization field).
- Organization types are created and maintained using the Organization Maintenance window (BT> Maintenance> Organization). Click here for information on Organization maintenance.

The Business Number field is used to filter the report by a single business. Click the Business Number field label to select a business from a list or enter a business number in the field.
- Business numbers are automatically assigned to businesses as they are created using the Business Maintenance window (BT> Maintenance> Business> Create icon or INSERT> Business Number field).

The Sort By drop-down menu is used to select the order in which the businesses will display on the report.
- Select Business Number if you would like the business to display on the report ordered by business number. A business is automatically assigned a business number when it is created using the Business Maintenance window (BT> Maintenance> Business> Open a business> Business Number field).
- Select Customer Number if you would like to sort the businesses on the report by the customer records attached to those businesses. You can view the customer record attached to a business using the Business Maintenance window (BT> Maintenance> Business> Open a business> General tab> Customer Number field).
- Select Name if you would like to organize the businesses on the report by name.

The Start Date From and Start Date To fields are used to filter the businesses on the report by the start date on the business record. A start date is added to a business using the Business Maintenance window (BT> Maintenance> Business> Open a business> General tab> Start Date field).
The First Employee Date From and First Employee Date To fields are used to filter the businesses that display on the report by the first paid employee date attached to the business record.
- The first paid employee date is attached to a business record using the Business Maintenance window (BT> Maintenance> Business> Open a business> General tab> First Paid Employee Date field).

The Closed Date From and Closed Date To fields are used to filter the businesses that display on the report by the close date attached to the business record.
- The close date is attached to a business record using the Business Maintenance window (BT> Maintenance> Business> Open a business> General tab> Close Date field).