Accessing the Accounts Report
From the left-hand navigation panel, click Reports.
Select Accounts from the list of available reports.
You’ll be taken to the Accounts Report page.
Generating the Report
The report automatically displays all active Accounts across your Organization.
Use the available filters and sorting options to narrow down or organize your results:
Add Filter: Apply filters such as Account Type, Market Segment, or Account Owner to focus on specific data sets.
Sort: Sort by any column (for example, Account Name, Created Date, or Owner) to reorder the list based on your preferred criteria.
Columns: Click the Columns icon to show or hide specific data points from your report view.
Saving a Custom View
Once you’ve applied your preferred filters and column selections:
Click Save View.
Enter a descriptive name for your saved view (e.g., “Corporate Accounts by Market Segment”).
Your custom view will now appear in the view selector for quick access later.
This feature is especially useful if you frequently need to review a specific subset of Accounts.
Exporting the Report
To download your Account data:
Click the Export button at the top right of the page.
Choose your desired format (usually CSV or Excel).
The file will download to your device for external use, analysis, or record keeping.
Key Columns Explained
Column | Description |
Account Name | The name of the organization or business entity. |
Account Owner | The Event Temple user assigned to manage this Account. |
Primary Contact | The main contact person associated with the Account. |
Account Type | Classification such as Corporate, Wedding, or SMERF. |
Market Segment | The market category the Account belongs to (e.g., Retail, Tourism). |
Created At | The date the Account was added to Event Temple. |
Tips & Best Practices
💡 Use Saved Views to create consistent reporting templates for different departments or team members.
💡 Export regularly to back up key Account data or share it with management teams.
💡 Filter by Owner to review performance or workload distribution across your team.
