How to Download an Accounts Report

How to Download an Accounts Report

An accounts report includes the following details: 

  1. Firm Name
  2. Account Name
  3. Account Status
  4. External ID
  5. Entity Type
  6. Phone Number
  7. Address
  8. Client Service Team 
  9. Contact Name
  10. Contact Primary Email 
  11. Contact Status
  12. Contact Relationship Type
  13. Account Owner Status (Y/N)

To download an Accounts report: 

  1. Click the Accounts Page on the left side of the screen. 
  2. Click the download icon in the upper-right corner of the screen.
    1. You can also click into the Prospects, Clients, or Archived tab to download a report containing only these accounts.
  3. The report will be downloaded as a CSV file. 

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