Setting Up Report Package Defaults

Setting Up Report Package Defaults

The Report Packager allows firms to establish consistent reporting across all households, clients, or accounts. Firms have the ability to run reports automatically or on an “as needed” basis.

Setting Up Report Package Defaults

Report Package Default settings control following options that will be included with all Reports:

  • The Firm image that appears at the top of the Report Pacakage cover page.
  • The image that appears on Report Package cover pages.
  • The Disclaimer and Legal Copy.
  • An optional Advisor Letter.
  1. Navigate to Grow Practice > Customization > Report Packages.
  2. Click Setup Defaults in the upper right and adjust the following as needed.
    • Editing the Cover Page Logo:
      1. Click Browse Files Space .
      2. Locate a file on your computer that fits the required specifications (Height 70px x Width 400px EXACT, JPG or PNG).
      3. Double-click the file or select the file and click Open.
      4. Click Upload. The image will appear in the cover page preview beneath.
    • Editing the Report Cover Page Image:
      1. Click Browse Files.
      2. Locate a file on your computer that fits the required specifications (3000x1000px, JPG or PNG, 72dpi, under 3MB).
      3. Double-click the file or select the file and click Open.
      4. Click Upload. The image will appear in the cover page preview beneath.
    • The Disclaimer and Legal Copy is blank by default. Any text entered here will appear on the Disclaimer page of a Report Package.
    • Editing the Custom Advisor Letter (will appear as the last page of a report):
      1. Click Browse Files.
      2. Locate a file on your computer that fits the required specifications (portrait-format PDF, under 10mb).
      3. Double-click the file or select the file and click Open.
      4. Click Upload.
  3. When all edits are completed, click Save Default Settings to commit your changes.
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