run agency information listing report (generate report in … · 2019. 2. 16. · run agency...

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Run Agency Information Listing Report (Generate Report in “DOLC” Company) Description Use this task to run the Agency information listing report. This report displays Agency information including address, timings and county. Trigger Perform this task when, as a vendor, there is a need to review Agency information. Prerequisites Agency information exists in the system. Helpful Hints The report can be run to display all Agencies, or for a specific Agency by number, name or county. 1 vend_run agency information listing report_ja_rev1.pptm

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  • Run Agency Information Listing Report

    (Generate Report in “DOLC” Company)

    Description

    Use this task to run the Agency information listing report. This report displays Agency information including address, timings and county.

    Trigger

    Perform this task when, as a vendor, there is a need to review Agency information.

    Prerequisites

    Agency information exists in the system.

    Helpful Hints

    The report can be run to display all Agencies, or for a specific Agency by number,

    name or county.

    1vend_run agency information listing report_ja_rev1.pptm

  • Procedure

    1. Begin this task by logging into the portal.

    2. Click on the toolbar.

    2vend_run agency information listing report_ja_rev1.pptm

  • 3. Click in the Vendor Portal panel.

    3vend_run agency information listing report_ja_rev1.pptm

  • 4. Click to display the search parameters to run the Agency

    information listing report.

    4vend_run agency information listing report_ja_rev1.pptm

  • 5

    5.

    6. Click to run the report for all Agencies.

    If you want to: Then: Go to:

    1. Run the report

    for all Agencies

    Leave the Store number and County fields

    blank.Step 6

    2. Run the report

    for a specific

    Agency

    Click in the Store Number field and select the

    desired agency number from the drop-down list. In

    this example, select “30140”.

    The Store Number can also be entered

    directly into the Store Number field.

    Step 9

    3. Run the report

    for Agencies in

    a County

    Click in the County field and select the

    desired County from the drop-down list. In this

    example, select “Belmont”.

    The County can also be entered

    directly into the County field.

    Step 13

  • 7. Review the information displayed.

    8. If you want to run this report for a specific store number, go to Step 9, to run for

    stores in a specific county, go to Step 13, to exit this report, go to Step 17.

    6VEND_Run Agency information listing Report_JA_Final.pptm

  • 9. Click in the Store Number field and select the desired agency number from the

    drop-down list. In this example, select “30140.”

    The agency number can also be entered directly into the Store Number

    field.

    10.Click to display information for that specific Agency.

    VEND_Run Agency information listing Report_JA_Final.pptm 7

  • 11.Review the displayed information.

    12. If you want to run this report for stores in a specific county, go to Step 13, to exit

    this report, go to Step 17.

    VEND_Run Agency information listing Report_JA_Final.pptm 8

  • 13. Click in the County field and select the desired County from the drop-down

    list. In this example, select “Belmont.”

    The County can also be entered directly into the County field.

    14.Click to run the report for all Agencies in Belmont county.

    VEND_Run Agency information listing Report_JA_Final.pptm 9

  • 15.Review the information displayed.

    16.Click any link in the Vendor Portal panel to perform another task.

    ResultsYou have run the Agency information listing report.

    VEND_Run Agency information listing Report_JA_Final.pptm 10