How to see latest Accounts?

[Support Team]

RangerMSP User Question*

How can I see all my customer accounts created in the last month?


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* Question received by email and shared here for the benefit of our users.

[Support Team]

Re: How to see latest Accounts?

Answer

You can create an Accounts Report such as 'Account Details' or 'Names, Addresses & Phone Numbers and in the options popup click Expand, select Creation Date - Greater than - [some date] and this will give you a list of all your new Accounts. You can also narrow it down further by filtering by Type and others. This Report will also show you a count so you can see exactly how many there were.

You can also use the same filters on the list in the Accounts window without generating a Report - just click the checkbox to enable the filter.