Follow

Accounts by Agent Number 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 Number Report. 

To access the Accounts by Agent Number Report, click the Reports option from your Left Menu Bar to see all of the available Standard Reports within your database: 

reports.png 

On the resulting page, your Accounts by Agent Number Report is accessible after you've clicked Account Reports from the section on the left: 

num1.png 

After clicking Accounts By Agent Number, you'll be taken to your report.  (Note: the Agent Number field for your accounts can be populated when editing Account Details for an account.  Here's a look at a sample portion of an Accounts by Agent Number Report: 

num2.png

Note that many of 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: 

 
 
The "filter" button presents you with a modal that will allow you to filter by any combination of the items displayed below:
 
num3.png
 
Clicking export will download the data and allow you to open it up in Microsoft Excel. 
 
The pdf button downloads a report, suitable for printing.   
 
Search sends the currently displayed contact names in your report to your Advanced Search page, where you can take further actions with those contacts. 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk