Is there an account information report?

Question

I'm wondering if there is an account information report showing a list of account names, numbers, with contact name and number as shown in the Account Details information. If there was such a report it would be useful for (e.g.) placing with next of kin, etc. in case the account holder died or was incapacitated.

Dennis Mahoney · Answer

Thanks to both of you. I will give these suggestions a try.

Ps56k2 · Answer

also - make sure you [x] those items you want to see….

click printer-icon and then PREVIEW -

Bob_L · Answer

Open the account list.  There is an options link, or something to that effect, at the bottom of the account list window. Check the option to include all information when printing. [HTH. Not at my desktop so working from memory!)