How to Download an Accounts Report
An accounts report includes the following details:
- Firm Name
- Account Name
- Account Status
- External ID
- Entity Type
- Phone Number
- Address
- Client Service Team
- Contact Name
- Contact Primary Email
- Contact Status
- Contact Relationship Type
- Account Owner Status (Y/N)
To download an Accounts report:
- Click the Accounts Page on the left side of the screen.
- Click the download icon in the upper-right corner of the screen.
- You can also click into the Prospects, Clients, or Archived tab to download a report containing only these accounts.
- The report will be downloaded as a CSV file.
Related Article: How to Download a Contacts Report
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