How to generate client reports?

Requirements:

• Access to client platform
• Access Feature: ‘Generate bulk client reports’

 

Advisers can run their own reports by doing the instructions below. Access to the page is controlled by the user's permissions; the required access features is 'Generate bulk client reports' for the user to access this page. Once the reports have been generated, they are added to the clients' documents list, but not made visible to the client.

 

The generated reports can be reviewed, approved, rejected or regenerated under Reports > Approve Client Reports. If a report is approved then it is made visible to the client, and if it is rejected then it is removed from the client's documents list.

Instructions

1. Under 'Main Menu', navigate to 'Accounts'.
2. On the 'Accounts' page, under 'Management' section, click on 'Generate Client Reports'.
3. On the 'Generate Client Reports' page, you may select the report that you want to generate, the timeline of the update and for which organization. Once done, click on 'Generate Now' button on the lower right.

 

Reference: Titan Support | RE: Priority Three - Statements