Strategic Asset Management > Reports > Base > Account setup for customers

Use the Account Setup for Customers report to view the information that was setup for customers.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

·  Print a Report

·  Filter data on a Report

·  Sort data on a Report

Details of this report

The following table explains how to navigate to the report in the Strategic Asset Management module.

Detail

Description

Menu item of the report

Account Setup for Customers

Navigation to the report

Click Reports > Base > Account Setup for Customers - Change the filter or sorting, and then destination to print report.