Pension Billing > Reports >

Organization Listing

 

         

 

 

Organization Listing

The Organization Listing report displays the organization name, charge, members, handicap access, and if it is a lead organization. There are several filtering options including District and Charge.

 

This Help page contains the following sections:

Report Preferences

Report

 

Report Preferences

Filters

Filters allow you to reduce the number of entries that appear on the report. Select from the following fields to filter your report.

Organization: Type the first part of an organization name or enter a partial name with asterisks. (For example, you could search for Goodlett Farms Christian Church by entering "Goodlett", "Goodlett Farms", "*Farms*", "*Christian Church".)

City: Enter a partial or whole name of a city.

State: Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)

District: Select a District from the drop-down list. (This filters on the District that is assigned to the Charge that is assigned to the Organization.)

Charge: Select a Charge from the drop-down list. (This filters on the Charge that is assigned to the Organization.)

Lead: Select to include all organizations, only the Lead organizations, or only the Non-Lead organization from the drop-down list.

 

After selecting your Filters, click the  button to display a preview of your report.

Click the Clear Preferences link to reset all of your report preferences to their initial values.

Click the Cancel link to leave the report and return to the Pension Billing Dashboard.

 

Report

After the report preview displays, you can navigate the report pages, export the report, or print the report.

 

Click the  bar to change your filter settings, and then click the Run Report button to rerun the report with the new preferences.

 

Navigation Options

The navigation options allow you to navigate through your document.

Click the First Page  icon to navigate to the first page of the report preview.

Click the Previous Page  icon to navigate back one page on the report preview.

Click the Next Page  icon to navigate forward one page on the report preview.

Click the Last Page  icon to navigate to the last page of the report preview.

The Current Page field displays your current page number and also the total number of pages in that section or report. An example image is displayed below.

 

Export and Print Options

Select a format from the drop-down list and then click the Export link. The file automatically downloads in the format you selected. The following formats are available on the drop-down list.

Click the Print  icon to print the report.

Click the  button to leave the report and return to the Pension Billing dashboard.

 

 

 

Compiled on 1/24/2018 8:42:27 AM