Account Riders 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 Account Riders Report.

To access the Account Riders 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 Account Riders Report is accessible in the Reminder Reports section:

After clicking Account Riders, your report will open up, displaying your database's Account Riders Reminders. Here's a look at a sample Account Riders Reminders Report:

If you click a contact's name, you'll be carried to the contact's Overview page.

If you click the Account Number, you'll be carried to the details page for that specific account, where you can update the account rider reminder date or other pertinent information regarding the account.

Above your Account Rider Reminders 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:

 

Note as well the "Saved Filters" tab here. If you find that you consistently apply the same filters to one of Redtail’s Standard Reports to meet the unique needs of your office, you now have the ability to save those filter options for quicker access to the report data you’re looking for! Learn more here.

 

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 Account Rider Reminders Report to your Advanced Search page, where you can take further actions with those contacts.