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Applications > 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.

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.

Click the Run Report button to generate a preview of the report.

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

Click the Close Report button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.