Saved or shared reports are accessed from the All Reports dashboard in the Manage Clients workspace. Begin by navigating to Manage Clients > All Reports and locate the Report in the Custom Reports list.

• Use the Report Types Selected drop-down to filter between AdvisorEngine Templates, Shared with me, and Created by me report types.
• Use the Search box in the upper right to find a Report by name. This box searches by Report Name only and uses “begins with” search logic, not “contains”.
• The Custom Reports grid can be sorted by Report Name or Last Updated On by clicking the respective column header.
• Click to view the full report description and what columns on the report have been filtered.
• Page controls at the bottom of the grid allow you to adjust the amount of reports per page and move through the pages of reports as needed.

Once you have located the correct report, click the Report Name to open it.

Report Status and Tools

In the upper right of the report, the current share status of the report is displayed. This will indicate if the report is one you created and “own” and whether it is shared with anyone else in the firm, or if it is a report shared with you.

Reports you own are fully editable; reports shared to you are view only. To make edits to a report shared to you, you must first make a copy.

Report Display Options

The following controls are available to assist you in viewing the available data. These controls work regardless of whether you have edit permission or not. For more information on the controls that require edit permissions, see Editing Reports.

Open Client/Household/Account

Within a Report, any client name, household name, or account number is clickable to open directly to the Overview Page of that entity. When opened from a Report, a link displays at the top left, Back to My Report, that returns you to the report you came from.

Alternatively at the end of most rows is an expanded menu which presents you with the options of opening the associated Client, Household, or Account.

On Reports for the Household Data Category only, there are additional options in this menu for managing the Household. See Householding Clients for information on these options.

Search

Click Search to begin searching the report. Enter your search critiera and press ENTER to submit. Any row containing matching text in any column will be returned, all other rows will be hidden. Click to clear the search.

View Filters

If Filters have been applied to the Report, the Filters button will have a numerical indicator showing how many filters have been applied. Click Filters to see exactly which columns are filtered. Click a column names to see exactly which filters are in effect.

See Editing Reports for details on editing or applying filters.

Density

Use the Density button to adjust the spacing between rows in the report. You can choose between Compact, Default, and Comfortable for increasing amounts of spacing.

Expand/Collapse

The Expand button changes the report view to full screen, filling the entire browser window so you can focus fully on the data present. When you are finished, clicking Collapse returns to the previous view.

Expand/Collapse Rows

By default, each row of data is expanded to show relevant sub-data within that row. Each row of data can be collapsed by clicking at the head of the row. Clicking the icon again expands the row.

Alternatively, hovering over the leftmost section of the column headers row displays which you can click to expand or collapse all rows simultaneously.

Sort by Column

Click any column header to sort the report by that column in ascending order. Click the column header a second time to sort in descending order.

Column Calculations

Most columns with numerical data have calculation fields located at the bottom of the current page. By default, these display the total of all the rows in the report (not just the visible rows on the current page). By clicking on the drop-down, you can change the calculation between Total, Max, Min, or Average.

Additionally, this display can be adjusted on many individual rows. For example, on a client row, all accounts listed under that client can display their own Managed Market Value, but the Subtotal of them on the client row. These per-row calculations can also be set to Subtotal, Max, Min, or Average.

Pages/items per page

Like most grids in AdvisorEngine, at the bottom right are controls to adjust the amount of rows per page and to move between the pages of the report.