[Read Only] Deliverables Report
For a report of client 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!