This Scribe guide will teach you how to create a Salesforce Report to view the accounts you are assigned to.

Click "Filters"
Click "On or after Mar 23, 2022"
Click "Custom"
Click "All Time"
Click "Apply"

Click the "Add column..." field to add any field from your accounts.

	
Last Activity
Column Actions
	
Account Owner
Column Actions
	
Account Name
Column Actions
	
Billing State/Province
Column Actions
	
Type
Column Actions
	
Last Modified Date
Column Actions


1
	
-
	
Leni Vasquez
	
Metz CPA
	
Arizona
	
-
	
2/13/2022


2
	
-
	
Leni Vasquez
	
786 Accounting & Tax
	
-
	
-
	
2/8/2022


3
	
-
	
Leni Vasquez
	
The Nonprofit Bookkeeper
	
-
	
-
	
2/8/2022


4
	
-
	
Leni Vasquez
	
Stream Financial Services
	
-
	
-
	
2/8/2022


5
	
-
	
Leni Vasquez
	
The Kersting Group
	
-
	
-
	
2/8/2022


6
	
-
	
Leni Vasquez
	
Lewis & Knopf, CPAs, P.C
	
-
	
-
	
2/8/2022


7
	
-
	
Leni Vasquez
	
True North Accounting
	
-
	
-
	
2/8/2022


8
	
-
	
Leni Vasquez
	
InSync Bookkeeping
	
-
	
-
	
2/8/2022


9
	
-
	
Leni Vasquez
	
Accounting Solutions
	
-
	
-
	
2/8/2022


10
	
-
	
Leni Vasquez
	
Sherwood Tax
	
-
	
-
	
2/8/2022


11
	
-
	
Leni Vasquez
	
Thrive Business Services
	
-
	
-
	
2/8/2022


12
	
-
	
Leni Vasquez
	
Erika Golde
	
-
	
-
	
2/8/2022


13
	
-
	
Leni Vasquez
	
Kindred Accounting Services
	
-
	
-
	
2/8/2022


14
	
-
	
Leni Vasquez
	
Plaza Tax Advisors
	
-
	
-
	
2/8/2022


15
	
-
	
Leni Vasquez
	
Black Cat Bookkeeping
	
-
	
-
	
2/8/2022


16
	
-
	
Leni Vasquez
	
Preston Accounting Solutions
	
-
	
-
	
2/8/2022


17
	
-
	
Leni Vasquez
	
Latitude Bookkeeping Services
	
-
	
-
	
2/8/2022


18
	
-
	
Leni Vasquez
	
WilkinsMiller
	
-
	
-
	
2/8/2022


19
	
-
	
Leni Vasquez
	
Kelly's Financial & Accountancy Services
	
-
	
-
	
2/8/2022


20
	
-
	
Leni Vasquez
	
Legion Accounting Group
	
-
	
-
	
2/8/2022


21
	
-
	
Leni Vasquez
	
Harshman Phillips
	
-
	
-
	
2/8/2022


22
	
-
	
Leni Vasquez
	
Universal Accounting School
	
-
	
-
	
2/8/2022


23
	
-
	
Leni Vasquez
	
Fairhope Web Consulting
	
-
	
-
	
2/8/2022


24
	
-
	
Leni Vasquez
	
Accumen
	
-
	
-
	
2/8/2022


25
	
-
	
Leni Vasquez
	
ConData Global
	
-
	
-
	
2/8/2022


26
	
-
	
Leni Vasquez
	
Verus Global
	
-
	
-
	
2/8/2022


27
	
-
	
Leni Vasquez
	
Any Old Task
	
-
	
-
	
2/8/2022


28
	
-
	
Leni Vasquez
	
Clever Cow
	
-
	
-
	
2/8/2022


29
	
-
	
Leni Vasquez
	


Your report is complete! Make sure to bookmark the page so you can reference it whenever you need it.

How to view your owned accounts in Salesforce

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