Reports and forms

Card File Tab


View a list of all types of reports: AccountEdge reports and their corresponding Excel templates

Report

Template File Name

Addresses

addlst.xlt

Card List Summary

cfsum.xlt

Card List Detail

cfdet.xlt

Card Transactions

cfinq.xlt

Contact Log

clog.xlt

Identifiers

ids.xlt

To Do List Overdue Contacts

tdloc.xlt

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