From within the Opportunities Workspace, you may choose several reports that display data on your Opportunities. Open the Opportunities Workspace and select the Opportunities you wish to include in the report by clicking the checkboxes. (You may also use the Select All and Select Page buttons.) Remember, this Grid may be searched and sorted to your liking first to make it easier to select the correct records. See documentation on Grids and Searching for more information.

Once the desired Opportunities are selected, click Reports from the command bar and choose a report to run from the available list.

The selected report will render and open in a new window or tab depending on your browser settings. If the report does not appear, check your browser’s pop-up blocker settings and be sure it is disabled for AdvisorEngine CRM. The layout of the report can be customized for your firm. See Report Customization for layout options.