How to Pull Client by State Report Instructions
How to Pull Client by State Report Instructions
Launch Nexus through Power Portal by clicking the rocket icon and selecting Nexus as seen below:
Go to Reports and then Report Center / Marketing / select
Account EDGE report within the drop down as seen below:
Within the Available columns box, type “state” and drag “Legal State” to the Selected Columns box
Enter “Save View Name” by typing “Client by State” and click
Save
Click OK
Under View Favorites select the Client by State view, select
your name under Rep Name and click View or Exportable View to download the
report into Excel to view the data
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