[Account Owner] Overview of Reports

If you’re all about reports like us, you're in the right place! 📊 For Account Owners, we offer an array of reports depending on your analytical needs. 

To get started, navigate to a specific report by using the links in the green box below. 👇 

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!

By using the  Filter function you can restrict your view to the payment method types, then export the invoices into an Excel report or as PDFs.

Check out the article in depth here: Client Report

Advisor Report

Big fan of reports? Same here! To gain more information on the advisors on your account, head on over to Advisors > Export to download an Excel file with stats for all your advisors -- both active and deleted.

Check out the article in depth here: Advisor Report

Admin Report

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

Invoices Report

The Invoices page located in your sidebar ( Transactions > Invoices) contains a combined view of both your one-time and individual subscription invoices! You can use this page to easily find and manage things like:

The Invoices page located in your sidebar ( Transactions > Invoices) contains a combined view of both your one-time 

Check out the article in depth here: Invoices Report

Checks Report

Need a report on the checks deposited. Head over to Transfers > Checks and click Export in the upper right-hand corner:

Check Reports will show the following two tabs at the bottom. One for the checks, and the other for the transactions.

Check out the article in depth here: Checks Report

Transaction Reports Credit Card & ACH 

Download your transaction + payout reports for Credit Card and ACH payments anytime through your AdvicePay dashboard! 

Just go to  Transfers > Credit Card & ACH and click Export in the upper right-hand corner:

For a full report of all transfers, make sure the All Transfers tab is selected, then click Download. 

Check out the article in depth here: Transaction Report

Subscription Reports

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 an Excel 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: Engagement Report

Approvals Report

Need to see all your approvals, or search for something specific problem! Search and export using the Filters :

Export the approvals report by clicking:

The report will automatically download to your device and will show the following columns in the report for all Approval types:

The Approvals Export includes:

• Approval Type (Invoice, Subscription, Deliverable)
• Status (Approved, Rejected)
• Advisor Name
• Advisor Email
• Client Name
• Reviewed by Name
• Reviewed by Email
• Reviewed Date
• Engagement ID