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 Linked Report.
To access the Accounts by Linked 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 Linked Report is accessible in your Account Reports section:
After clicking Accounts by Linked, your report will open up, displaying all accounts within your database fed in from an aggregator that are linked to a contact record. Below is a look at a sample portion of this report:
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:
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.
The Remove button will allow you to unlink these accounts either individually or in bulk (using the checkboxes next to these linked accounts). If you remove an account or accounts, they will be unlinked from the contact and sent back to your Unlinked Accounts page.
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