What is the accounts report?

As an admin, learn more about the accounts report

Sarah L. avatar
Written by Sarah L.
Updated over a week ago

About this report

Overview

See the total number of accounts (users and teams) at your organization. Get more granular by filtering by date range, frequency, primary location, and type of account. This chart displays all types of accounts from users who are set as active to users who are set as inactive or leads. The chart also includes team accounts.

Interacting with the report

You can interact with the report in two ways:

1. Filter the report to get more granular with the data. The filters are located above the report and allow you to customize the date range, frequency, primary location, and type of account.

2. Hover over the report to see exact numbers. For this report, hovering over the line chart allows you to see the exact number of accounts at your organization for each given date on the x-axis.

Exporting the report

To export the report, you can click the Export button at the top right of the report and select from either an XLS file or a CSV file. Once you select an option, the report will download immediately to your computer.


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