Assign a Default Report Delivery Method

You can set a default PDF report delivery method for your clients. When you generate your PDF reports, Advisor View can print the reports or post them to a client portal according to the preferences of your client.

Understand Template Types and Default Templates

Learn what template types and default templates are and how they can help streamline your reporting process.

Create, Edit, and Delete a Template Type

Learn how to create, edit, or delete template types.

Assign Default Templates Using PDF Template Types

Sometimes you need more than one default template. For example, you may need different default templates for tax returns, year-end reporting, and Q1, Q2 and Q3 reporting. Template Types allow you to specify default templates for each type of report you run. Once you set up your default templates for each template type, you can generate reports based on the template type..