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Accounts by Contact 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 Contact Report.  

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


accounts_by_agent_number.png


After clicking Accounts By Contact, your report will open up, divided in groupings by Contact Name of those contacts within your database with listed accounts.  Here's a look at a sample portion of an Accounts by Contact Report:


abconr.png

 

To see the Accounts for a given Contact, you simply need to click the plus (+) icon to the left of the Contact'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 John Import:


johnimp.png
As you can see, John has two accounts listed here with relevant details.  You can click his name to access his Overview page or click the account number to access the details for this specific account.  You can see similar account information for any of the other Contacts listed by simply clicking their corresponding plus icon.

 

To get more use out of the Accounts by Contact 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 Contact, as in the example below:


    abcr2.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 an option to export your report data to Excel:

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After clicking this 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.
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