An Accounts Report is useful for getting an overview of all of the various groups of Contacts you have within your Tripleseat database. Accounts may be a wedding party, a corporate group, or even just a single person! Because this report is largely for exporting a database of contact information and associated Events or Bookings, this report is limited in scope for filtering the results.
To run this report, Head to Reports from your Tripleseat Dashboard, find the Accounts Report near the bottom of the page, select Custom, and click Customize.
Here, you can filter by Account Owner or Account address. Next, click on the Columns tab. This is where you can decide what fields should be columns in your report. Deselect any fields irrelevant to your query, and select any fields you’d like to include. Then click Run Report at the bottom to view results.
If you wish to further adjust the columns, add or remove filters, or make any other changes, click back into Customize in the upper left. Once you have the report as you’d like, you can click Save in the upper right to save it to your reports section in Tripleseat! Or else, you can click Export to download a CSV file with the data!
For more information on reporting in Tripleseat, this video reviews reporting in Tripleseat and may be helpful!