Print the Account List

Print the Account List How can I print my account list , the master list , account list by product category, or account list by account category 

The best way to Print an Account list is by using the Account List Report 

This can be found by:

  1. Go to the Account List Page . To get there: On the left Navigation Bar, go to COMPANIES, then open the drop down and go to ACCOUNTS

  2. In the top right above the list, you will see the printer icon. This will print the list from there. 

  3. You can also go to COMPANIES, the open the drop down and go to EXPORT/REPORTS. You can choose some criteria there to include or sort the list 

When setting up this report, make sure to use the AE dropdown to choose yourself, if you only need your own account list. It defaults to ALL , which will print the Master List.

Use the available dropdowns to further filter your data by

  1. Account Category 

  2. Product Category 

  3. Business Unit 

  4. Local/National/Regional 

Choose a Report Type based on what data you need. Standard is the most commonly used format, however many options are available,

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