User Manual‎ > ‎Reports‎ > ‎Entities‎ > ‎

Clients

 

How do I access the client reports screen?

1. Click on ¨Reports¨
2. Click on ¨¨
3. Click on ¨Clients¨
 

What is the client report screen for?

Through the client report screen, we can view all data related to the clients added previously on BrickControl


What does each field on the screen mean?

  • Clients

On the clients screen we can view details of all clients added to the system to date.
 

 Name   

Description

 Field type

Name Client name  
Business name Trade name  
Tax ID Tax ID  
Address Client address  
ZIP code Client ZIP code  
City City or town  
Province/State Province/State  
Country Country  
Phone Phone number  
Fax Fax number  
Email Email  
Website Company webiste   
 
 

How to´s 

  • How do I filter data from the clients report?

1. Click on ¨Reports¨

2. Click on ¨Entities"

3. Click on ¨Clients¨

4. Use the filters provided

5. click on ¨Search¨

  •  How do I export data from the clients report?

1. Click on ¨Reports¨

2. Click on ¨Entities"

3. Click on ¨Clients¨

4. Obtain the details from the report

5. Click on ¨Export¨

 

Where can I use the client reports?

 

The reports related to clients can be used as an agenda or to get and view any data related to the clients.