[Account Owner] Deliverables Report

For a report of your Deliverables, head to Deliverables in your left-hand sidebar!

Select Actions > Export to .XLSX to export the report in Excel format:

Items shown on the report include:

• Status (open, pending_signatures, past_due, complete)
• Client Name
• Advisor Name
• Deliverable Type
• Due Date (blank if status = upcoming)
• Submitted Date (blank if not submitted or status = upcoming)
• AP Engagement ID
• External Engagement ID
• Engagement Name

Both Account Owners and Firm Admin/Analyst users can access this download for deliverables firm-wide!

All advisors with login access can download this report for their own assigned deliverables.