Partner Data Entry > Select Partners dialog

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Use this dialog to select the partners you want to include in the selected partner report.

To open the Select Partners dialog, choose File > Print Reports from any of the Partner Data Entry windows, and click the Partners button.

Note: The Partners button is not enabled if you click the Custom allocation schemes or Defaulting allocation schemes options in the Print what group box in the Print Reports dialog.

Fields & buttons

Partners available to print

Lists all partners who meet the criteria designated in the Focus group box. Highlight the partners you want to include in the report, and click the Select button to move those partners to the Partners to print pane on the right.

Tip: To sort the partner listing by partner number, partner name, entity, resident state postal code, or type, click #, Partner Name, Ent, ST, or Type in the title bar of the list pane.

Select Partners dialog title bar

Partners to print

Lists the partners you select to include in the report.

Tips

  • To remove a partner from this list, highlight the partner and click the Remove button. The partner moves to the Partners available to print pane on the left.

  • To sort the partner listing by partner number, partner name, entity, resident state postal code, or type, click #, Partner Name, Ent, ST, or Type in the title bar of the list pane.

Focus group box

Entity

Select an entity from the drop-down list to limit the partners displayed in the Partners available to print pane to a specific entity.

Partner type

Select a type from the drop-down list to limit the partners displayed in the Partners available to print pane to a specific partner type.

Resident state

Select a state from the drop-down list to limit the partners displayed in the Partners available to print pane to a specific resident state.

Related topic: Partner Data Entry > Print Reports dialog

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