Administration: Create report for Top (customer) level

On Reports tab for top-level administrators, you can create a Company List or User List report. For the Company List report, administrators can use information they have added to the Companies tab at the tenant level to create the report. For more information, see Add Free Text information to companies.

  1. Click Administration.
  2. Click Top level.
  3. Click Reports tab.
  4. Click Download as CSV or Export to Excel.