Purpose: This report lists basic data for a specified group of firms using the selection criteria, and can be run in a Standard or Names and Addresses format.
Launch Point: This report can be launched from the following location(s):
•Firms → Reports → Roster →
Example: When the report is launched the report wizard will open
The Standard Roster lists firm name, ID#, chapter, general business code, employee counts, address, phone, and fax. The Names and Address Roster is more abbreviated, and includes only the primary contact information. Both versions include record counts at the end of the report.
Standard Roster
Name and Address Roster
