To run reports on current salesperson and B2B users, start by going to manage users in the admin tab.
Use the filters on the left hand side to filter down to a specific user type. Hit apply.
Use the filters to select only approved or unapproved users. Hit apply.
This will pull up a list of all users that meet the criteria selected including account number if the user is a customer, salesperson ID for customer and salespseron users and a list of roles. This can be exported to excel.
