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 Accounts on the left side of the screen. 
  2. Click the download icon in the upper-right corner of the screen. 
  3. The report will be downloaded as an Excel file. 







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