Account Information Report

The Account Information Report has been added to the Management reports menu:

From the following tabs, select the data you want the report to contain:

  • Associated Contacts
  • Billing Profile
  • Service Characteristics
  • Address Location
  • Balance
  • Account Characteristics

After making your selections, click Print to generate and display a grid of the account data:

This data can be exported to Excel and formatted further. To export the data to Excel, click the Feature chooser in any column header, then Export:

Select from the export options and click Export: