Advisor360 - Reports

Practice Level Reports

• For advisor use
• A360 Dashboard – Analysis from left navigation sidebar – Reports Tab

Client Level Reports

• For both advisor and client use
• Client360 – Reports Tab
• Report can be exported to excel and saved as PDF
• May share with client via Investor360, company email, in person or presented in virtual meetings

1-Click Review

• Bundle multiple reports to create a professional looking package with company approved disclosures
• To create, from Client360 Reports tab – select + Create New
• 1. Type in the template name, select and check off the reports to be included (from multiple Report Categories)
  2. Select who can access to this 1-Click Review template
  3. Arrange the order of the added reports, then click Save
  4. To edit, click pencil and resave
  5. To specify a date range, click the mini calendar icon
  6. Saved 1-Click report template will be available to all households

Best Practices

• Use filters, Dynamic Groups or Static Groups, and Saved Column Views to run each list or report in practice level tabs like Household, Accounts, Insurance, etc.
• Create Favorites list for commonly used reports
• On keyboard, press CTRL + F keys with keyword to look for specific report
• Add Favorite Reports widget & 1-Click Review widget on Dashboard for easy access

Resources

• A360 Reports recording  /  A360 Reports presentation
• Reporting Bridge Document
• Reports in Advisor360 Reference Guide