Admin Report

If you're looking for a place to see all of your Administrative users on your account? We've got a great Admin Report just for that! ✨

To export an Excel file of all the Admins created on your account head over to the left hand side inside of your account to Accounts, Admins and click the Export button in the top right-hand corner:

 Items shown on the Admin Report include the following information:

• Email
• First Name
• Last Name
• Admin Role (Admin, Analyst, Admin (Home Office), Analyst (Home Office)
• Parent Advisor Email
• Parent Advisor First Name
• Parent Advisor Last Name
• Parent Advisor ID
• Firm Name
• Created Date
• Canceled Date

Looking for more report options? 

We've got you covered! Check out some of our other great articles below:

• Overview of Reports
• Transaction Report
• Advisor Report