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 Model Report.
To access the Accounts by Model Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database:
On the resulting page, your Accounts by Model Report is accessible after you've clicked Account Reports from the section on the left:
After clicking Accounts By Model, your report will open up. (Note: the Model/Strategy field for your accounts can be populated when adding a new account, or by editing an existing account's details). Here's a look at a sample portion of an Accounts by Model Report:
Note that the columns will allow you to sort the report data based upon that column's data by clicking the column name.
Above your report, you'll see several Options: