An accounts report includes the following details:
Firm Name
Account Name
Account Status
External ID
Entity Type
Phone Number
Address
Client Service Team
Contact Name
Contact Primary Email
Contact Status
Contact Relationship Type
Account Owner Status (Y/N)
To download an accounts report:
Click Accounts on the left side of the screen.
Click the download icon in the upper-right corner of the screen.
The report will be downloaded as an Excel file.