To create a new custom report for the Manage Clients Dashboard, you can choose to create the report from scratch, start from an AdvisorEngine-provided template, or copy and edit an existing report.

See Copying an Existing Report for details on the third option.

Creating a New Report

To create a new report from scratch:

1. Navigate to Manage Clients > Dashboard.
2. Click New Report in the upper right.
3. The available Data Categories and their descriptions displays. Select the category that suits the report you want to create.
4. The Customize Report Columns section displays. Depending on your Data Category selection, default columns will be pre-selected for you. The Data Category can be changed from this screen on the left, but doing so resets the column selections to default.
• Available columns for the Data Category display in the left box.
• The Available Column list can be narrowed with the search box at the top.
• Columns can be added to the report by selecting the column checkbox and clicking Add between the boxes. Alternatively columns can be dragged from the left and dropped to the right.
• Selected Columns on the right can be rearranged by dragging and dropping.
• Selected Columns on the right can be removed by clicking or dragging and dropping them back to the left.
• Clicking Reset in the Selected Columns header will set the columns selections to default for the data category.
• Certain columns in each Data Category are mandatory and display a instead of . These columns cannot be removed or rearranged.
5. Click Next in the upper right to proceed to a preview of the report.

Report Preview

At this point your report can be saved, but to fully take advantage of the Reports feature, the data can be further manipulated to show exactly what you want to see by adding filters or groups, rearranging the column view, or setting proper date ranges. See Editing Reports for full details on all the controls available.

When no further changes are needed, you can Save and Create your report.

Save and Create

When you have finished adjusting any of the above settings to your liking, you can click Save & Create Report in the upper right to continue. Fill in the requested fields:

• Name: The name of the report that will show in the Custom Report list on the All Reports dashboard.
• Report Description: A longer description of the report's contents or purpose that will display along with the name in the Custom Report list on the All Reports dashboard.
• Sharing: If you would like others to have access to view this report, select the recipients from this drop-down. You can choose individual users or select Public to make it available firm-wide. See Sharing Reports for more details.

Click Save Report to finish.

Creating a New Report from a Template

New reports can also be started from templates, which will pre-select a Data Category and columns for you, some also pre-applying filters, groupings, and other settings. From there, you can make whatever changes needed and save the report. Once you have selected a template, you are brought to the preview stage of the report. See the Report Preview section in Creating a New Report above for details.

There are two places to access the built-in Templates.

From the Quick Reports Ribbon

Click under Accounts, Clients, or Households to be taken directly to a report template for the respective category.

From the Custom Reports list

All provided templates are available in the Custom Reports list. To view only the templates, click the drop-down filter above the reports list and select only AdvisorEngine Templates. Then select the Report Template desired from the menu.