Tip of the Month
Custom Period Search Filter Improvements
You can now filter using either the “from” or “to” field rather than having to enter both when checking online reports or generating statements.
1. Online Reports
All reports under the Performance and Activity tabs are upgraded with this improved Custom Period option of the Period filter.
Navigation: Client details page > General tab > Reports > Performance > Performance By Account > Search Filters > Period
Navigation: Client details page > General tab > Reports > Activity > Transactions > Search Filters > Period
2. Statement Reports
Navigation: Client details page > Investments tab > Generate Report PDF > Click on the Template
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Feature Spotlight
Enhanced Performance Reports Access
To help you better view the reporting data, the Performance Reports page is refactored as an explorer page with the following three tabs:
- Investors
- Custom
- Products
Investors Tab
In the Investors tab, the first level grouping is for the Investor and the second level grouping is by Account Group and Goal. If accounts are not part of an Account Group or Goal, they will be listed under the “Other Accounts” category.
Navigation: Practice > Performance and Billing > Performance Reports > Investors
Custom Tab
The Custom tab groups the accounts by custom reporting groups created with Products, Investors, or Accounts. You can also create new custom groups with Investor, Product, or Account.
Navigation: Practice > Performance and Billing > Performance Reports > Custom
Products Tab
The Products tab groups the accounts by its products.
Navigation: Practice > Performance and Billing > Performance Reports > Products
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