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.
B. Select "Report" on the side Menu.
On the "Select Report" page, type the account. Click "Preview"
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)
- Relationship Coverage
- Total Contacts
- Action Plan Overview
Click "Download" to save the file on your computer.