[Account Owner] 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!

You'll see the following items on the XLSX. spreadsheet:

Items shown on the report include:

Client Name
Client Email Address
Client ID
Client Attributes
Advisor Name
Advisor Email Address
Advisor ID
Engagement Name
Engagement ID
Engagement Created Date
Primary Agreement ID
Primary Agreement Name
Primary Agreement Status (Created, Opened, Completed, Voided)
Additional Agreement IDs
Invoice IDs
Subscription IDs
Deliverable Template Name
Last Deliverable Submitted Date
Next Deliverable Due Date