Deleted Accounts 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 Deleted Accounts Report, which will allow you to see which accounts have been deleted from your database, and restore any if necessary.

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

After clicking Deleted Accounts, your report will open up, filtered by client's Last Name by default.  Here's a look at a sample portion of a Deleted Accounts Report:

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 "account options" button is available for clicking after you've selected one or more accounts in the report. You can then restore those accounts to your database if you need to.

The "filter" button will allow you to filter the report by any combination of the 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 report to your Advanced Search page, where you can take further actions with those contacts.