Customizing a Client's Report Packages

Customizing a Client's Report Packages

By default, a client will receive the company-wide default Report Packages at whichever interval they are set for.

It is possible, at the Household, Client, and Account level each, to customize which Report Packages are received or to suppress Reports entirely.

To customize the reporting for an Account, Client, or Household:

  1. Navigate to Manage Clients > Dashboard.
  2. Locate the Account, Client, or Household you wish to edit and select it.
  3. Navigate to the Operational tab.
  4. Scroll to the Report Packages section.
  5. Select the reporting option you wish for the Account, Client, or Household you have selected:
    • Suppress All Reports (including Default Reports): No reports will be run or posted automatically.
    • Use Company-wide Default Report: Will use the Company-wide default Report Package (See Creating Report Packages for information on setting the defaults).
    • Assign a Report: Select a Report Package from the list of available Packages using the Select column radio button. Only one Report Package may be assigned.
  6. Click Save changes to commit your changes and run the report at the next scheduled interval. Click Run Now to save and run the newly assigned report immediately.

    • Related Articles

    • Manually Running Report Packages

      Report Packages are designed to be scheduled and run automatically at intervals for the Accounts, Clients, or Households to which they are assigned. However, it is possible to manually run a Report Package for either an individual Account, Client, or ...

    • Creating Report Packages

      See Report Packager Overview for information on how Report Packages work before beginning the setup process. To create a Report Package for ongoing use: Navigate to Grow Practice > Customization > Report Packages. Click + Create New in the upper ...

    • Report Packager Page Library

      This article describes all the available Report Pages that can be added to a Report Package when Creating Report Packages. Available Page Library: Activity Detail Activity Summary Cover Page Custom Advisor Letter Disclaimer Page Holdings Report ...

    • Manage Clients > Operational Tab

      Operational Summary See the progress and status of all opportunities relating to the account, client, or household. Notifications Display any alerts specific for the Household, Client, or Account selected. This functions as a filtered view of the ...

    • Benchmarks for Client Portal

      Advisors can now expose the same comparative benchmarks they see in their advisor platform to their end-clients through the Client Portal. See Performance Settings in Performance Benchmarks: Administration for details on activating this feature. ...