[Advisors] Overview of Reports
If you’re all about reports like us, you're in the right place! 📊
We offer several different reports depending on your analytical needs. To get started, navigate to a specific report by using the links in the green box below or scroll to the overview and report link.
Depending on your role, you may only have access to certain reports.
In This Article:
Client Report
For a broad report of all clients on your account, including not only profile information but also key subscription and one-time invoice data, head to Clients in your left-hand sidebar!
Check out the article on depth here: Client Report
Invoices Report
The Invoices page located in your sidebar ( Transactions > Invoices) contains a combined view of both your one-time and individual subscription invoices!
Check out the article on depth here: Invoices Report
Subscription Report
If you're curious to know when a subscription was created or if it's still active, we have a subscription report just for that!
The Subscription page is located in your sidebar ( Transactions > Subscriptions) and contains all individual subscriptions in one location!
Check out the article in depth here: Subscription Report
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:
Check out the article in depth here: Deliverables Report
eSignature Document Report
To export a CSV file of all the documents created on your account, visit Document Vault > Documents and click the Export button in the top right-hand corner:
Check out the article in depth here: ESignature Documents Report
Engagement Report
Ever wonder how many Engagements a clients has, who their advisor is, or if there is a deliverable for it!? 📃 We do too! Look no further, because now you can check out all this useful information and more in our Engagement Report!
For a report of Engagements, head over to Engagements in your left-hand sidebar then click on Export!
Check out the article in depth here: Engagements Report
Admin Report
Tip: Reports might only show your Admin users and not the Firm's total Admin users.
If you're looking for a place to see all of your Administrative users on your account? We've got a great Admin Report just for that! ✨
To export an Excel file of all the Admins created on your account visit Accounts, Admins and click the Export button in the top right-hand corner:
Check out the article in depth here: Admin Report