Knowledgebase: > Toolbars & Panels
Accounts Information Report
Posted by Mohammad Rahhal, Last modified by Diana Alkouni on 07 September 2020 12:57 PM
  • This report shows the infomations for all the accounts of your clients.
  • When you choose this report from the reports list a new window appears as the following image.

  • Go to the tree and choose the desired account or Office you want, and you will notice that the title bar of the window will change to the correspondent selected account or office on the tree, then Press Report.
  • The following image is an example result for this report:

 

  • The result of this report contains many details; the following table shows each column description:
Column Name  Description 
Account Shows the account ID for each client under the group that you have chosen for the generated report
Name The account name for each client
Tel The telephone number for each client
Mobile The mobile number for each client 
Account Type The account type for each client (Normal/ Coverage)
Real/Demo The type of the each client (Real/ Demo)
UserName The username for each client 
Email The email for each client
Open Date The creation date for each client
Country The country name for each client
Don't Liquidate To view if the option "Don't Liquidate" is enabled or not for each client
Locked To view if the option "Locked" is enabled or not for each client
  • Check the Edit Option from the accounts tree to know how you can edit the information of any desired client.

 

See the Accounts Information Report video


 


See Also


VertexFX Backoffice Reports
VertexFX Backoffice Help Index

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