Creating customized reports for your clients
The "Advanced Reports", under the "Reports" header is pre-loaded with templated reports we think may be useful for advisors and their clients, but users can also create their own custom report and save the template for future use in other plans.
To start, navigate to the "Advanced Reports". Make sure that you've saved all changes to Recommendations before proceeding to click on Reports.
Click the dropdown menu highlighted in the image above to open a list of our default reports.
If our default reports don't meet your needs, you can customize a report by selecting or de-selecting the various columns by using the box with the 3 boxes in it to the right of "Start Today". Then click on "Save Report" to save the template. Saved templates become available for use with all of your clients.
Once you've saved the new report template, you'll be able to add it to the PDF of the plan that can be generated. For more information, learn how to generate the PDF and add custom reports.