Pull Reports on Businesses and Organizations

If you are looking to pull a report of activity from only businesses and organizations, you can do so using the "Business/Organization Name" filter. For instance, if you want to pull a Transaction Report of businesses and organizations filtered through a certain timeframe, here's how to do that:

  1. Go to Reports > Transaction & Activity.
  2. Set the "Transaction Date" filter parameter and values to select the time period.
  3. Click Add Filter.
  4. Select the filter "Business/Organization Name".
  5. Set the parameter to "Is".
  6. Set the value to "Yes".
  7. Click Generate Report or scroll down and click Custom Report to customize your report.