Use Export Accounts in the VIF Administrator Panel to download a spreadsheet of your organization’s accounts.
Sign in
Log in to the Administrator Panel using the username and password provided by VIF or your organization’s administrator.
Create your report
The numbered steps below correspond to the screenshot.
Select Import/Exports/Utilities from the left menu.
Open the Export Accounts tab.
For a basic account report, leave Scripts set to No.
Leave Script Answered set to No.
To include all accounts:
Leave the Acc#, Created Dt, and Last Update Dt ranges blank.
Set Include Inactive Accounts to Yes if you want both active and inactive accounts. Leave it set to No for active accounts only.
Select Download to generate the report.
Download the completed report
The report request appears in the table below with a status of In - Progress. Use the refresh icon to check its status.
When the status changes to Success, select the Download link in that row.
Open the downloaded spreadsheet to review the account information.
The spreadsheet includes details such as account number, active status, creation and last-update dates, name, and address.
Can I report on a smaller group of accounts?
Yes. Before generating the report, use the From and Thru fields to narrow the results by:
Account number
Creation date
Last-update date
Select Clear Filters to remove filter selections before setting up another report.
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