Exporting and Downloading Report Package Runs
The entire run of a Report Package can be downloaded in a zipped file of all PDFs generated if desired.
- Navigate to Grow Practice > Customization > Report Packages.
- Locate the Report Package you want to export.
- Click the expand control to view all runs of the package.
- Locate the particular run you need to download and click the download arrow.
Note that it make take up to 30 minutes after a report package is run before the contents can be downloaded.
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 ...
Setting Up Report Package Defaults
The Report Packager allows firms to establish consistent reporting across all households, clients, and accounts. See Report Packager Overview for details. Setting Up Report Package Defaults Report Package Default settings control the following ...
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. ...
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 ...
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 ...