Leads/Companies/Agencies
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      3. Leads/Companies/Agencies

      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. Going to Companies → Export/Reports. 



      2. You can choose criteria there to 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 drop downs to further filter your data by:

      • Account Category 

      • Product Category 

      • Business Unit 

      • Local/National/Regional 

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