Changing the Report Type to Agreement Hierarchy by Account(s)
- Click the Type drop-down menu and
choose Agreement by Account(s). Search Settings are refreshed to display an Account lookup field.
- Click the Account Lookup
icon to display a lookup dialog of accounts organized in a hierarchy.
- Click Sort By Name toggle button (shown above), to view
the alphabetical list of accounts in the Account Hierarchy window. To switch
back to the hierarchy view, click Show Hierarchical
button (shown below.)
- You can also search Agreement Accounts by searching the account name as a
search string in the Search For Account field in the
Account Hierarchy window. The result displays account names sorted
alphabetically.
