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December 2011 - What's New in Advisor View
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When you view the dynamic and PDF Projected Income report, you now have the option to include a chart so you can see at-a-glance information about projected income. The x-axis of the graph lists the date periods for the report. The y-axis shows the total values for the date period.
To check out this feature, follow these steps:
On the Reports menu, click Projected Income.
Click Edit.
Select the Show chart check box, and then click Apply.
To add the chart to a PDF template, follow these steps:
On the PDF Templates menu, click Templates.
In the Select a template list, choose the PDF template you want to modify. If you haven’t created a PDF template, choose Create new template.
In the Add a section list, click Projected Income, and then click Add.
In the Projected Income section title box, type a name for the report section.
Select the Show chart check box.
Set any other report settings, and then click Save. The rows you select will print in the report section.
With this release, you now have the option of including the following rows on the Summary and Dashboard sections of your PDF templates:
Cash Inflows
Cash Outflows
Receipts of Securities
Transfers of Securities
Net Receipts of Securities
Net Contributions
Net Cash Flows
To add this data to the Summary section of a PDF template, follow these steps:
On the PDF Templates menu, click Templates.
In the Select a template list, choose the PDF template you want to modify. If you haven’t created a PDF template, choose Create new template.
In the Add a section list, click Summary, and then click Add.
In the Summary section title box, type a name for the report section.
Use the Available data and Selected data boxes to configure the rows you want to appear in the Summary section:
To add a column to the report, in the Available data box, click the row you want to add, and then click
.
To remove a column from the report, in the Selected data box, click the row you want to remove, and then click
.
To add all types of available rows to the report, click
.
To remove all rows from the report, click
.
Use the
and
buttons to arrange the rows.
When finished, click Save.
To add this data to the Dashboard section of a PDF template, follow these steps:
On the PDF Templates menu, click Templates.
In the Select a template list, choose the PDF template you want to modify. If you haven’t created a PDF template, choose Create new template.
In the Add a section list, click Dashboard, and then click Add.
In the Dashboard section title box, type a name for the report section.
In the Content list for Section A, B, C, or D, click Summary.
Use the Available rows and Selected rows boxes to configure the rows you want to appear in the Summary section:
To add a column to the report, in the Available rows box, click the row you want to add, and then click
To remove a column from the report, in the Selected rows box, click the row you want to remove, and then click
To add all types of available rows to the report, click
To remove all rows from the report, click
Use the
When finished, click Save.
At our 2011 Tamarac User Conference, many of you suggested that we replace all references to customer with client. We've listened to your requests, and with this release, you'll no longer see the term customer in any part of Advisor View that your clients can see.
