Prompts

Use the Organization List prompts to run the Organization List report.

Prompt Message

Description

Company

Select one company from the list.

Organization(s)

In the Keywords field, enter a portion of one or more organization IDs and click to list organizations to include on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Organization level

Select the level of organization at which you want the report printed. All lower levels will be rolled up for the report.

Organization status

Select one of the following:

  • Active: Includes organizations that are active, meaning available to receive charges.

  • Inactive: Includes organizations not available to receive charges.