Reports

The Reports page provides you with three options for reporting:

• Investment Policy Statement

• Investment Recommendation, or

• Custom Reports that contain the sections you select.

Before creating an output report, note the following:

• You cannot add, remove, or reorder sections on the Investment Policy Statement (IPS) and Investment Recommendation Report (IRR). You can only edit the text that appears in each section.

• For Custom Reports, you can choose the sections to include, as well as their order, and you can edit the text that appears in each section.

• For Custom Reports, you can also elect to create a text-only section from scratch.

• Reports are generated in PDF format or Microsoft Word 2007 format.

• Changes to Titles or Descriptions for all reports can be saved at the client or practice level.

• You cannot create templates for the output reports.

To generate a report, do the following:

1. In the Select Report Type area, select Investment Policy Statement, Investment Recommendation, or Custom Report.

   1. To select an existing custom report, click the Custom Report drop-down and click on the name of the report.

2. Click Edit Report to add sections to a custom report or to edit the text of sections of the IPS or IRR report.

3. Click Manage Custom Reports to create a new custom report or to edit, rename or delete an existing custom report.

4. In the Header field, enter the text for the report header.

5. In the Footer field, enter the text for the report footer.

6. Check the Include cover page in report box if you want a cover page included.

7. In the Report Title box, type a title for the report.

8. In the Subtitle box, type a subtitle for the report, if desired.

9. In the Prepared by box, type the name of the advisor.

10. In the Display area, check the boxes to display the Client Name, Plan Name, and/or Date Generated.

11. In the Document Type area, click the PDF or Microsoft Word radio button.

Note: If you select Microsoft Word, the report will be generated in Word 2007 format.

13. Click Generate Report.

To share a custom report template with other Firm members, do the following:

1. Click the Share Custom Report button. A new Window will open.

2. Click Add User. A new Window will Open

3. Select the Firm Member or Members  from Available records.

4. Click Add ... OK.

5. Select the Firm Member or Members you want share your template with.

6. Click OK.