Report Templates

Utilizing report templates is a great way to create efficiency and consistency in your financial planning output. Report templates can be saved within each client's plan by navigating to Gear Icon > Report and using the "Save new template" button at the bottom of the report page. Once a template is saved, it can be accessed when generating reports for any client plan. The report template dropdown menu found at the top of the Report tab is only visible after a template has been saved into the software.

To create a new template, you will first customize the report by checking specific boxes associated with the modules that you'd like attached. Additionally, use the drag-and-drop feature to change the order of selections and the planning modules within. Once the report template is ready, click "Save new template screen" at the bottom of the report page.

Note: You can specify which pages of the Cash Flows you would like included in the report template by clicking on the 'Cash Flows' option and specifying your selections.

After being saved, report templates can be modified within the Advisor Portal > Templates > Report tab. Your Templates tab may be located in the Advisor Portal > °°° More Menu, depending on your specific account setup.

In this area, you will find a dropdown menu to select specific templates and make any modifications needed. This includes changing the report name, order of pages, and modules selected. Click the blue save button at the bottom of the screen to lock in changes made to each template. Once saved, the report templates will be available within each client's financial plan under the Gear Icon > Reports tab, via the report template dropdown menu.