Columns for Firm Export Report

You can select the columns to display on your report.

Columns

Field	Description
Billing Address Create Date	This column displays the date on which the billing address was created in the record.
Billing Address Create User	This column displays the user ID of the person who created the billing address in the record.
Billing Address Description	This column displays the description of the primary address for the hub record (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address Modify Date	This column displays the date on which the billing address was most recently modified.
Billing Address Modify User	This column displays the user ID of the person who most recently modified the billing address.
Billing Address 1-4	Billing Address 1 displays the record's name. The other address fields display the record's billing address information (street name and number, suite number, postal box number, and so on).
Firm Create Date	This column displays the date on which the firm record was created.
Firm Create User	This column displays the user ID of the person who created the firm record in the Firms hub.
Firm Modify Date	This column displays the date on which the firm record was most recently modified.
Firm Modify User	This column displays the user ID of the person who most recently modified the firm record.
Firm Name	This column displays the name of the firm.
Firm Number	This column displays the firm identifier.
Memo	This column displays the text entered in the Notes field in the hub. You can see the contents of this column only if you have the proper security access.
Primary Address Create Date	This column displays the date on which the primary address was created in the firm record.
Primary Address Create User	This column displays the user ID of the person who created the primary address in the hub record.
Primary Address Description	This column displays the description of the hub record's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Primary Address Modify Date	This column displays the date on which the primary address was most recently modified.
Primary Address Modify User	This column displays the user ID of the person who most recently modified the primary address.
Primary Address 1-4	The Primary Address 1 column displays the client's name. The other columns display the hub record's primary address information (street name and number, suite number, postal box number, and so on).
Primary City	This column displays the city from the firm's primary address.
Primary Country	This column displays the country from the firm's primary address.
Primary Phone	This column displays the phone number at the firm's primary address.
Primary State	This column displays the two-character abbreviation for the state from the firm's primary address.
Primary Fax	This column displays the fax number at the firm's primary address.
Primary Tax Country Code	This column displays the tax country code for the firm's primary address.
Primary Tax Regulation Number	This column displays the tax registration number for the client's primary address.
Primary Zip	This column displays the ZIP code from the firm's primary address.
Relationship	This column displays your relationship with the record (for example, Consultant, Prospective, or Existing).
Status	This column displays the status of the record: Active, Dormant, or Inactive.
Website	This column displays the record's web site address.