The Account Reports report type provides a detailed report of a range of fields related to accounts, based on Default fields, Training Academy fields and Custom fields. This report type is available at both world & national level.
This article provides an overview of the Account Reports report type. See below:
1. Go to System → Stats and Reports
2. Click on the Account Reports button
3. Choose the desired information selector(s)
Tip: In the above screenshot, you can see highlighted the latest fields that have been added to this report on May 24, 2021
Note: The Custom fields selectors are dependent on what has been set up in the system and is in use.
The Training Academy fields selectors will only appear at national-level (within a country).
4. Click the Generate button
5. Once the report has been generated (on the page), you will see multiple reporting types/buttons to view this data in, as shown below:
Save - Allows you to save this specific report (click here for more information)
Print - Opens a PDF version of the data (in .PDF format)
CSV - Opens a CSV version of the data (in .CSV format)
Excel - Opens an Excel version of the data (in .XLS format)
Below you can see an example of this report which details the following (based on the chosen information selectors):
-
Status
- Active
- Inactive
-
Default fields
- Name
- Country Name
- Position Name
- Username
ID | Name | Country Name | Position Name | Username | |
---|---|---|---|---|---|
11029 | John Smith | Australia | General Manager | john.smith@worldmanager.com | JSmith |
11423 | Peter Citizen | New Zealand | Store Manager | peter.citizen@worldmanager.com | PCitizen |
11588 | Jane Doe | Canada | Team Member | jane.doe@worldmanager.com | JDoe |