Vendor Contact Information Report

The Vendor Contact Information Report shows the information entered in the Contact Management window.

Tip: Select <All> for all filters to include vendors that don't have any contact information, and use the results to verify imported data.

The report is accessed from Reports > Vendor Management  and can be created as a CSV, Excel, or PDF file.

The report contains the following information:

Fields included on the report are: vendor name, code, type, address, address type, website, tax ID, 1099 code, M/WOB, W-9 form type, W-9 date received, contact name, type, fax, phone, and email.

Report filters are:

• Vendor status — select Active or Inactive

• Vendor name

• Address type

• Contact type

• Additional information — if Yes is selected, the tax ID, 1099 code, MWOB, W9 type and date received will be included

Report option:

• Sort by — If the Additional Information filter is set to yes, select either vendor name or W9 date received

Sample report

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