Client List Report Definitions

Client List Report Definitions

Info
Module: Reports
Path: Reports > List Reports > Client List Report
Topic: Client List Report
Version(s):  5.1 and up
Editions: All

What Is Client List Report

  1. List Reports
    1. Client List - Displays a list of your company's clients. Add, edit and de-activate clients.

Making The Connection

Where Will I See This Within OLX?

This report lists clients entered in OLX

What Imports/Exports Relate to Client List Report?

  1. At this time there are no imports/exports related to the report

Setup

Preview



You'll notice control buttons displayed just above the results. Review Report Tools (orderlogix.com) article for more information on how to utilize each control button. :
  1. View Report  - Displays results
    1. Displays the toolbar 
  2. Hide Controls - Hides report filters
    1. Show Controls - Displays report filters
  3. Show Schedules  - Displays schedule editor
    1. Format filter will display at top of screen
    2. Delivery and Encryption tabs will display on bottom left of screen
  4. Show Instances - Displays list of previously ran and pending reports. Click on the status to review the job log.
  5. Close  - Close out of the report popup.

Report Definitions

Using Calendar Icon to Set Date(s) is a good article to review when running reports manually or scheduling for automation.

Filters

Filter
Definition
Active?
Whether or not the client is active
Format
(only shows when setting up a schedule)
This is the format that the report will export in:
  1. PDF
  2. Excel
  3. CSV



 Column Definitions

Column
Definition
Client IDThe ID of the client
Client Name
The name of the client
Contact Name
The contact name for the client
Address
The address of the client
Phone Number
The phone number of the client
Fax Number
The fax number of the client
Email Address
The email address of the client
Website
The website of the client




Copyright 2019
Revised 1.30.2026

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