AdvisorEngine CRM has the capability to generate a printable report of a Record, containing the details of whichever Record sections you wish to include.

1. Navigate to the Record you want to print.
2. In the upper-right, select Tools > Reports > Record Summary. (In the Legacy Record layout, select Reports > Record Summary from the toolbar.) A new tab will open.
3. By default, the report will populate with only the Record Summary, Contact Info, and Reminders sections of the Record. Use the Report Items sidebar to include additional Record information. (The Record Detail location may vary slightly in the legacy layout.)

Field Option	Record Detail Location
Reminders	Record Summary
Important Information Notes	Notes > Important Information
Billing Notes	Notes > Billing
Account Review Notes	Notes > Account Review
Classifications	Record Summary
Tags	Record Summary
Personal Info	Details > Profile Information
Employment	Details > Employment
Interests and Favorites	Details > Interests & Favorites
Engagement	Details > Profile Information and Financials > Financial Engagement
Relationships	Details > Relationships (will include both Relationships and Informational Contacts)
Assets	Financials > Asset/Liability
Liability	Financials > Asset/Liability
Insurance	Financials > Insurance
Opportunity	Opportunities
Revenue	Financials > Revenue
Recurring Actions	Workflows > Recurring Action Definition (active definitions only)
Actions	Workflows > Record Actions (for dates specified below)
Action Entered Date From/Action Entered Date To	Specify the range of Actions to include if Actions are included in the report.

4. After selecting your Report Items, click View Report at the bottom of the sidebar to refresh the report contents.
5. Review the contents and either print the report or use the Save As command to export the report to a document format.