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  • Create a compliance track
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  • What is a compliance status/track
  • Importing a compliance pack (KYC, FICA, etc)
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  • Create a region and office
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  • Create custom reports

Create custom reports

Alongside the built-in reports on the platform, the ability to construct custom reports is available in many roles. On the left-hand side, in the menu pick reporting and navigate to the custom tab.

In the top right click the add icon

The report requires a category to be set. This will determine the searchable fields. The scope will range from your clients (as advisors) to a query on all clients.
Queries can be done generally on the fields available or they can be more complex by adding criteria.
Configure your query criteria.
Pick the fields and order.

Validate the configuration

Save and run the query

On the main screen pick the category and the report

Pick the added report
Still stuck? How can we help?

How can we help?

Updated on October 12, 2022
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