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Run Dynamic or PDF Report

Create a Report View

Introduction

Advisor View enables you to access current performance data for the accounts in your firm, generate PDF reports, and provide a client-focused portal to your clients.

The data presented in Advisor View includes the most current prices, transactions, and account grouping information from your portfolio accounting system and can be viewed dynamically across several different aspects of your business.

This page discusses the steps for running dynamic or PDF reports.

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Run a Dynamic Report

The first step in running a dynamic report is to create a view for the report based on the story you want to tell. You can use specific report settings to tell different stories.

The second step, once you have created a view with all the settings you want, is to use the view when you run the report.

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Create a Report View

To create a report view:

On the Reports menu, click the type of report you want to create. For a description of each report, see Introduction to Reports.
In the Report View list, click <Create New>.
Enter a report name and configure all other settings.
Click Create. The report will now appear in the Report View list.

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Run a Dynamic Report

To run a dynamic report:

On the Reports menu, click the report you want to view. The report will appear on your screen.
Use the Find Data For list to select the record you want to run the report on.
- In the Find Data For list, choose the record that you want to run the report on. The 250 most recently viewed records are displayed. You can click on the tabs to filter them by type.
- If you know the name or number of the account, group, Household, or account set you want to run the report on, type it in the Search Groups and Accounts box. The search dynamically updates, refining results as you continue typing.
- If you want to view a record for accounts, groups, or Households related to the current search, click the Related tab. Select the desired record.
- If you want to view the report for all accounts, in the Find Data For list, search for All Accounts.
From the Report View list, choose the view you want to use.

You can change the report view at any time while still seeing the same account or group by choosing a new view from the Report View list. For more information on creating report views, see Dynamic Report Views.

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Learn More

For more information on running dynamic reports and the difference between dynamic and PDF reports, see Run a Dynamic Report and Running Dynamic and PDF Reports.
For more information on report views, see Dynamic Report Views.
For more information on using dynamic reports, see Learn More About Dynamic Reports.

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Run a PDF Report

You can generate a PDF performance report from within Advisor View. To run the report, you must first create a PDF report template.

For information specifically regarding running a report on a Household or account, see Running Dynamic and PDF Reports.

To generate a PDF report:

Click Accounts on the menu bar.
Do one of the following:
- In the Find Data For list, choose the record that you want to run the report on. The 250 most recently viewed records are displayed. You can click on the tabs to filter them by type.
- If you know the name or number of the account, group, Household, or account set you want to run the report on, type it in the Search Groups and Accounts box. The search dynamically updates, refining results as you continue typing.
- If you want to view a record for accounts, groups, or Households related to the current search, click the Related tab. Select the desired record.
- If you want to view the report for all accounts, in the Find Data For list, search for All Accounts.
Select the one or more accounts that you want to generate a performance report for, and in the Actions list, click Generate PDF Report.
In the window that displays, choose a template for the reports you selected. You can also assign a default PDF template to each account or group and generate the default template by selecting Account Default. For more information on assigning a default template, visit Assign Default Templates Using PDF Template Types.
Click . In the calendar that appears, click an end date for the report. This date will be used on all accounts and households you selected.
In the Delivery method list, click Download Reports. If you want to learn how to post PDF reports to a client portal, visit Post a PDF Report to a Client Portal. For more information on setting the default delivery method for each client, visit Assign a Default Report Delivery Method.
Click Generate Reports. If you generated only a report for only one account, the report will appear on your screen. If you generated a report for more than one account, a banner reminds you to go to the PDF Report Status page to view the reports.
On the PDF Report Status page, Completed will appear in the Status column when Advisor View is finished generating the reports. If you selected a large number of accounts, processing may take a few minutes. If Advisor View is not finished generating the report, Processing will appear in the Status column. To update the status of the report, click the Refresh Status link at the top of the page.
When the Status column changes to Completed, click > next to the report you want to view and then next to Reports.
Click the link next to Download reports. If you are generating a report for more than one account, Advisor View will create a ZIP file that contains the reports you generated.
If you generated reports for more than one account, in the window that opens, choose a location to save the ZIP file, and then click Save. When the download is complete, double-click the file you saved.
Double-click the report file you want to view, and a PDF report appears on your screen. You need Adobe Reader or Adobe Acrobat to view the reports.