[Account Owner] Engagement Report

Need more information about what is in each engagement with clients, such as what workflows are being used, or how many are being processed with agreements? 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.
Next, select the date ranges and click Download.
1. Note that if the time period selected is greater than 90 days, or if you select All Engagements, the report will not download to the browser but will be sent to the user’s email.

See below for the list of items on the XLSX. spreadsheet:

Client Name
Client Email Address
Client ID
Client Attributes
Advisor Name
Advisor Email Address
Advisor ID
Type
ID
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
Total Engagement Fee
Last Deliverable Submitted Date
Next Deliverable Due Date