[Account Owner] 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 visit Accounts, Admins, and click the Export button in the top right-hand corner:

 The export file includes the following information:

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

Looking for more report options? 

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

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