[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 (upcoming, 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.

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