F2 Contract Inventory Report

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By Company - Company ID

Check this box if you need this report to be sorted by Company. This will print a report by Company ID, with each contract of the company listed out, followed by the ownership percentage figures of the clients who own the company. Press ENTER to accept the default of ALL or enter one or more COMPANY IDs in the space provided.

Press F2 or the right mouse button to search for a company already in the database. From the SEARCH METHOD pop-up, you can select either a multiple choice PICK LIST or the FIND WINDOW.

Page Break per Company

If you want each company to be printed on a separate page, turn this check box on. The default is for the check box to be off, which prints the report on continuous pages.

By Client - Client ID F2

Check this box if you need this report to be sorted by Client. This will print a report by Client ID, with each of the client's companies listed out, with the individual contract information located under the heading of each company. Press ENTER to accept the default of ALL or enter one or more CLIENT IDs in the space provided.

Press F2 or the right mouse button to search for a client already in the database. From the SEARCH METHOD pop-up, you can select either a multiple choice PICK LIST or the FIND WINDOW.

Page Break per Client

If you want each client to be printed on a separate page, turn this check box on. The default is for the check box to be off, which prints the report on continuous pages.

Base Figures on Ownership %?

If you enter N for "no", the report will print the collection figures for the company. If you enter Y for "yes," the report will list the client's ownership percentage of each company and compiles collection figures based on that percentage.

Sort Contracts By:

Select one of the radio buttons to sort the report alphabetically either by CONTRACT ID or by CONTRACT NAME. The default selection is to sort by ID.

All versions of the report display these fields:

COMPANY ID PRINCIPAL PAID

COMPANY NAME CURRENT PAYMENT

CLIENT ID, NAME FEES BALANCE

CONTRACT ID CURRENT INTEREST BALANCE

CONTRACT NAME CURRENT PRINCIPAL BALANCE

FEES PAID CURRENT BALANCE

INTEREST PAID

Output:

Choose the monitor or printer radio button shown in OUTPUT. This allows you to view a report on your monitor or send it to a printer. See the Operating Features chapter for help navigating the on-screen report viewer and choosing the default printer.