Follow

Accounts by RMD 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 RMD Report, which will allow you to see which of your client accounts are subject to RMD. This same report will also allow you to filter accounts by those contacts age 59 1/2 and up and 65 and up.

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

rmd1.png 

After clicking Accounts by RMD, your report will open up, filtered by default to accounts belonging to contacts age 70 1/2 and up.  Here's a look at a sample portion of an Accounts by RMD Report: 

rmd2.png

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: 

 
 
The "filter" button presents you with a modal that will allow you to filter by Ages 70 1/2 and up, 65 and up or 59 1/2 and up, to search for specific contact's accounts, and to check off whether or not to only include tax qualified accounts or specific tax qualified types: :
 
rmd3.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