Manually Running Report Packages

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 Household or globally for everyone assigned to a particular Report Package.

Running a Report Package for a Single Account, Client, or Household

  1. Navigate to Manage Clients > Dashboard.
  2. Locate the Account, Client, or Household you wish to run a report for and select it.
  3. Click Action > Run Client Report and select the report package to generate.
  4. Select whether to post the report to the Client Portal and click OK to view the report.

Running a Report Package for all Assigned Accounts, Clients, or Households

  1. Navigate to Grow Practice > Customization > Report Packages.
  2. Locate the Report Package you want to run.
  3. Click Run on the Report Package row.
  4. Verify the details of the Report Package and click Run.
    • Related Articles

    • 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 ...
    • 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 ...
    • Report Packager Overview

      The Report Packager allows you to create consistent reporting across your clients at regular intervals. Through the setup process, the report structure is created, allowing you to decide which data to present to your client in the order you choose. ...
    • 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 ...
    • Report Package Audit Features

      The Report Packager allows you to view the historical data of each occasion that each Report Package was run. Navigate to Grow Practice > Customization > Report Packages. Locate the Report Package you wish to view data for. Click the expand control ...