Account Documents

View accounts with or without signed agreements/documents

Click on your Home Menu and select “Reports”.

Click on the “Account Reports” tab that is on the left.

Select Account Documents from the reports listed alphabetically.

Click the pencil icon to change the filters to reflect what you want to see.

Select the filters at the top that you want to change and a drop down menu will appear. Then, click on the check box next to the filter you want to see on the report and click OK.

Click the green done button when you are ready to run the report.

A list of members will be generated. At the bottom of the report, you can choose what you would like to do with this report.

Print, Download, Favorite, or click bulk actions for other options such as Group Message or Add account tags.