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Accounts by Agent Name 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 Agent Name Report.  

To access the Accounts by Agent Name 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 Agent Name Report is accessible within the Account Reports section:


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After clicking Accounts By Agent Name, your report will open up, divided in groupings based upon Account Managers for the accounts within your database.  (Note: the Manager field for your accounts can be populated when adding a new account, or by right-clicking an existing account and clicking Edit Account).  Here's a look at a sample portion of an Accounts by Agent Name Report:


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To see the accounts for a given Manager, you simply need to click the plus (+) icon to the left of the Manager's name.  In the example below, I've clicked the plus icon to the right of Herbert Hill:


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As you can see, Herbert Hill is listed as Manager for an account for Emily Investor.  You can see similar information for any of the other Managers listed by simply clicking their corresponding plus icon.

 

To get more use out of the Accounts by Agent Name 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:


     grid.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 Manager, as in the example below:


    gridwork.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.
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