Form Help - Companies List
This Form is not editable. New Companies must be added in the Office Directory. Information on existing Companies must be edited in the Office Directory or the relevant Company Form.
Reports
For general information on Reports, refer to the PlanChest Guidance page.
There are three options:
Companies List: This will generally be printed as a Filtered Report.
Companies List grouped by Company Role: This will generally be printed as a Filtered Report to show, for example, all 'Surveyors' on the Database grouped by the type of Surveyor.
Company Directories: This option is generally used in conjunction with a Company Role filter to provide, in one action, all the Company Directories for the specified filter. For example, you may wish to filter the Companies List to find all the 'Party Wall Surveyors' then print the Company Directories for all those selected. For details of the Company Directory, refer to the Company Form.