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Accounts by Company Report

Redtail CRM offers you a large number of Standard Reports to assist you with quickly accessing information that is relevant to your day-to-day operations.  One such report is the Accounts by Company Report.  

To access the Accounts by Company Report, click the Standard Reports option under the Reports menu from your top navigation menu to see all of the available Standard Reports within your database:


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On the resulting page, your Accounts by Company Report is accessible within the Account Reports section:


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After clicking Accounts By Company, your report will open up, divided in groupings by Account Company of those accounts listed within your contact records.  Here's a look at a sample portion of an Accounts by Company Report:


accbcomr.png

 

To see the Accounts for a given Company, you simply need to click the plus (+) icon to the left of the Company's name (the number of Accounts they have is listed in parenthesis to the right of their name).  In the example below, I've clicked the plus icon to the right of American Funds:


amfunds1.png
As you can see, American Funds has four accounts listed here with relevant details.  You can click a contact name name to access their Overview page or click the account number to access the details for the specific account.  You can see similar account information for any of the other Account Companies listed by simply clicking their corresponding plus icon.

 

To get more use out of the Accounts by Company Report, use the grid system to filter, sort and group the content in the report on the fly. The grid allows:

  • Reordering information by sorting and grouping
  • Showing additional columns

How to use the grid:

  • When in the Report, hover over the header row item you would like to filter or sort, then click the arrow that appears within that header. In the example below, I've clicked the arrow in the Product header:


     gridwork1.png

  • Sort Ascending / Descending will arrange the items in the column alphabetically from A to Z or Z to A or in terms of value.
  • The Columns option will allow you to check off the columns you want to appear in your grid. Column options are different for each report.
  • Group By This Field will allow you to group all the items in the grid by the field from within which you have chosen the dropdown menu.  If you were to click Group By This Field from within the Products header menu on this report, the grid would then refresh, grouped by Product rather than Company, as in the example below:


    abcr4.png


  • Show in Groups will collapse the items in each of the groups by default. Clicking the plus sign in the grid next to an item will expand the group.  If you don't want your report items displayed in groups, just uncheck Show in Groups from the menu.
To the right of your report, you should see options to export your report data to Excel or to send all contacts that are a part of the report to your Search page:

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After clicking the Export to Excel option, the report data will download and you can open it up in Microsoft Excel.  Note: if you've added or removed columns, the data exported will be based upon what columns you are displaying at the time you click Export to Excel.

After clicking the Send to Search option, all contacts with accounts listed in your database (as those are the only contacts that will show up in an Accounts by Company report) will show up on your Advanced Search page, where you have a lot of options on working with those contacts further.
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