User Assigned Accounts Report

This report will automatically download an Excel report of all accounts assigned to the selected user. 

Instructions

Once you log into the application, navigate to reports. Click on the User Assigned Accounts report, choose your user, and click View Report. The report will automatically download as an Excel file. This report shows you all of the accounts assigned to that user, the account status, demographic information, contacts tied to that account, activities tied to that account, referrals for that account, and tags on that account.