Custom Reports created through the Manage Clients Dashboard can be added to the Reports menu on the Client Profile for quick access to a firm-customized view for a specific household, client, or account.

Reports added to the client profile are available on all client profiles for all firm users that can access the profile. Adding reports to the menu is limited to users with the role permission to add reports to the client profile (default administrative users only), and only reports owned by that user. Users without the correct permission will not see the toggle described below.

Only report categories that can be viewed at a household, client, or account level are eligible. This includes Transactions, Holdings, Performance, and Realized Gain/Loss reports.

Adding a Dashboard Report to the Client Profile

The toggle to control a report being on the Client Profile is located in the Report Details configuration. If you are Creating a New Report, this toggle is available as part of the save dialog.

To add an existing custom report:

1. Navigate to Manage Clients > Dashboard.
2. Locate the report you wish to add in the custom reports list and open it.
• If you do not own the report you want to add, you will first need to Make a Copy and use the report copy instead.
3. Click Tools > Edit Report Details in the upper-right corner.
4. Turn on the Show on Profile toggle.
5. Click Save to commit your change.

The report is now available on the client profile in the Reports tab.