Creating a Report of Updated Existing Accounts

Contents

Preparing the CSV File
Select a search field
Select an operator
Run Report
Save Report Configuration
Related Guides

Preparing the CSV File

If you are updating existing accounts using NeonCRM account IDs, it's a good idea to create a saved report that allows you to see what those accounts look like after the batch update is complete. It's pretty easy to do this by creating a 'comma' column beside your account ID column and copy/pasting the combined two columns into the 'in range of' operator for account ID in an All Accounts Report. This will be illustrated below:

rangy2.GIF

Place a "Comma" column next to your "Account ID" column, copy the data from both columns (don't copy the headers, 'AccountID' or 'Comma').

Select a search field

Go to the Reports tab > New Report > All Accounts Report and edit the criteria. Under the Basic search category, select Account ID.

account_ID.png

Select an operator

From the dropdown menu, choose the "In Range Of" operator. Paste in the contents from your Excel sheet - but be sure to delete the last comma that was pasted in, as not to cause an error.

account_id_range.png

Run Report

Load the criteria, then run the report. 

run_report.png

Save Report Configuration

From the results page, you'll have the option to save the report configuration.  The resulting saved report will give you a "snapshot" of the batch updated accounts so you can view them after you complete your update.

save_report.png

 


Related Guides

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk