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:
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.
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