Provide a report showing the General Tab of Account details for all accounts

fpaternite6060
fpaternite6060 Member ✭✭
in Product Enhancements (Windows)
I am creating a will and would like to be able to extract all the General information contained in the Accounts detail. It will need to also be able to be exported so it can be updated in a separate spreadsheet.
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  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited July 2022
    Are you aware of the functionality that already exists?

    Press Ctrl + A, check Options > Include additional info when printing, press Ctrl + P, choose Export to:, select Tab delimited (Excel compatible) disk file in the pull-down menu, and select Export.
  • fpaternite6060
    fpaternite6060 Member ✭✭
    It still does not provide the Account contact info, address, acct #, acct type etc.
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited July 2022
    fpaternite6060 said:
    It still does not provide the Account contact info, address, acct #, acct type etc.
    I can't help but wonder what you're doing differently because the accounts appear organized by intent with account name, financial institution, account number, contact, phone number, comments, and interest rate when I perform the steps.  Of course, the account number is not necessarily accurate as some financial institution's export a mapped number for security and intent is not strictly account type but its close enough.

    Are you sure you checked Options > Include additional info when printing ?

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