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Account Profile Report

ver. 2.0

 

There are 2 ways to generate this report:

A.  Select the account. Click "Reports". To go account click one of the company name then go to reports.

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B.  Select "Report" on the side Menu.

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On the "Select Report" page, type the account. Click "Preview"

Account_Profile_Report_02.png

The Account Profile Report shows detail of an Account, including:

  • Health Score Breakdown
  • Products (if feature is activated)
  • Active Contracts
  • Active Opportunities (if feature is activated)
  • Metrics
  • Relationship Coverage
  • Total Contacts
  • Action Plan Overview

Account_Profile_Report_03.pngAccount_Profile_Report_04.pngAccount_Profile_Report_05.png

Click "Download" to save the file on your computer.

Account_Profile_Report_06.png

 

 

 

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