New Accounts by Year

This page is part of our Insights Library. For more information about adding this report to your account or to see other reports, please see the library page.


Description

This report is a breakdown of accounts by the year in which they were created. Account information shown includes the demographic information, account type, tax exempt status, market segment, lead source, and the assigned account manager.

User Parameters

The report shows the accounts created within the selected Date Range.

Grouping

The report allows accounts to be grouped by the year the account was created.

Filtering

This report only shows active accounts from the CRM. Their created date must fall within the date range selected.

Summaries

The report gives a count of the new accounts created per year(s) selected in the date range parameter.

Notes

The Account Name is a clickable link that will take the user to the account within the app.