These reports can be accessed for any company or group in the Report Centre.
Reports can be viewed online on any computer or tablet device, or offline in PDF or printed form.
Online reports include interactive and animated charts and graphs that bring your data to life, whereas downloaded PDFs are static.
Creating a new report
Click on 'Create Report' in the draft reports section to get started.
You can choose to start a new report from scratch, or use a predefined template to help you get started.
The next page allows you to specify a report name, select the reporting period, and select a default page orientation.
The default orientation will impact the first ‘page’ of your report.
❗ Note: After creating your report, you are able to change the orientation of any page at any time.
You can change the title, and reporting period of a report after it has been created using the ‘settings’ icon in the bottom left corner of the Report Editor.
Draft reports are in an editable state and can only be accessed by 'Advisor' (editors) or 'Admin' users by default.
Publish a draft report
You can publish draft reports directly from the Reports Centre, or from within the Report Editor. Click on the three dots next to a draft report, and click 'Publish'.
Published reports are ready for clients and other users to view. They are visible to all people who have been granted access to the company or group. When publishing your report, you can choose whether to send a notification email to certain user groups, or to all users.
Who can edit Draft or Published reports?
Whether you can edit a report depends on whether it is visible to you. Visibility depends on whether you have access to the company (either by your role, or specific sharing).
Your user role must not be 'client (viewer)' -- only ‘advisor (editor)’ or ‘administrators’ can edit reports.
The additional menu options (the 3 dots to the far right) open up a range of options for any given draft or published report.