This article is for the use of Adviser Representative's (AR) only. If you are a client and wish to learn more about this feature, please contact your Adviser Representative or Netwealth at contact@netwealth.com.au.
*For illustration purposes only, some elements coming soon
The client reporting feature allows you to generate a wide range of client reports at scale. This guide covers:
- Creating a Client Group
- Creating a Report Template
- Setting default report settings with Global Settings
- Running multiple client reports
- Viewing and downloading reports
Creating a Client Group
A client group allows you to segment your clients for generating reports. This feature lets you run reports for specific sections of your client base without needing to select clients each time.
Steps to create a client group:
1. Navigate to Reports > Client reports (Beta).
2. Select Manage client groups.
3. Select Create new client group.
4. Enter your desired client group name.
5. Add clients to the group
- Search for clients by entering their account details in the 'Add client' search bar.
- Alternatively, select clients via the 'Add predefined group' option.
- You can also select clients from existing client groups using the 'Add client group' option.
6. Remove clients using the trash icon.
7. Select Reset to start again if needed.
8. Select Save to finalise your group.
Creating a Report Template
Report templates allow advisers and licensees to choose and arrange pre-existing Netwealth reports to generate as a single report output. You can navigate to Report templates via Reports > Report templates.
Visit the Knowledge Centre to learn more about creating custom report templates.
Setting default report settings with Global Settings
It is recommended that you establish your preferred global settings before generating your first report. These default settings apply to every report you generate, removing the need to re-enter them each time.
Steps to set Global settings:
1. Select the Global settings icon to display the right-hand side informational panel.
2. Select the Common settings tab to set preferences that apply to multiple reports, such as:
- Report format
- Performance calculation method
- Addition of benchmarks
3. Select the **Report specific settings** tab to add preferences that apply only to particular reports.
4. Any changes made are automatically saved.
Advanced Tip: Hover over the question mark icons to learn more about each setting. Further information on each setting is available in Global settings.
Running multiple client reports
Steps to run reports for one or multiple clients or client groups:
Steps to set Global settings:
1. Navigate to Reports > Client reports.
2. Select one account, multiple accounts, or client groups (open or closed accounts).
- To select client accounts, search for client details in the Add accounts or group field.
- To select a client group, search for the group name in the Add accounts or group field.
- To select a predefined group, such as clients with a personal super or income stream, select from the dropdown menu in the Add accounts or group field.
- To filter via open, closed, or all accounts, select from the Open accounts dropdown menu.
3. Select a report period from the predefined date ranges or choose Custom to enter a date range.
4. Choose your report and select Generate to run the report using your global settings.
- To modify the global settings or change them for a specific report, update the settings information in the right-side information panel before selecting Generate.
Advanced Tip: Visit our report page to learn more about the available reports.
Viewing and downloading reports
Generated reports are conveniently located on the Reports page, where you can view completed reports and monitor the progress of those currently being processed. Generated reports remain visible for a seven-day period.
Report status:
- Completed – the report has been generated and is ready for download.
- Processing – the report is currently being generated. This status will update on-screen when processing has finished.
- Partially complete - if separate reports have been selected for multiple accounts, or if a report based on an adviser’s template has been selected, any component that fails to generate for an account(s) will be excluded from the report output.
- Failed – the report has failed to generate. You will need to re-run the report.
Click the download icon for your chosen report to download it. Any report with a 'completed' status can be downloaded.
Advanced Tip: To review the specifics of the generated report, such as the date it was generated or the settings applied, select the desired report to view these details in the right-hand side information panel.