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 Contacts by AUM Report.
To access the Contacts by AUM 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 Contacts by AUM Report is accessible after you've clicked Top-N Reports from the section on the left:
After clicking Contacts by AUM, your report will open up, divided in groupings by Contact. Note that, because this is a Top-N Report, these will be listed in order of those for whom the AUM is greatest. Here's a look at a sample portion of a Contacts by AUM Report:
To see the Accounts for a given Contact, you simply need to click 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 Bruce Wayne's name:
As you can see, Bruce has nine accounts listed here with relevant details. You can click a contact 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 Contacts listed by simply clicking their name.
Above your report, you'll see several Options:
The "filter" button presents you with a modal that will allow you to filter this report by your Top 5, 10, 20, 30, 50 or 100 Contacts by AUM:
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.