What's New in Version 14.0 > Reports

Account Reports

Account reports have received enhancements in the following areas:

Account Reports Export to Excel

The following account reports can now be exported to Excel:

• Alphabetical Account List

• Accounts By ID

• Accounts By ZIP

• Insured Accounts

• Uninsured Accounts

In addition, you can specify how you want the information exported to Excel:

• Print Raw Data—Exports the report data to a tab in Excel where each piece of data in the report is in a separate column, enabling you to further manipulate the data using Excel. The report information is displayed on the Raw tab.  

• Print Formatted Data—Exports the report data to a tab in Excel where the report data is displayed in the same manner as if it were sent to the printer. The report information is displayed on the Formatted tab.

• You can also select both options.

 See Running Account Reports for more information.