*This video is an illustration
This article applies to Adviser Representatives (AR) only. If you are a client and wish to take any actions in this article, please contact your adviser or Netwealth.
‘Report Templates’ allows advisers and licensees to choose and arrange pre-existing Netwealth reports to generate together as a single report output, similar to the ‘My Statement’ report.
Report templates can then be shared across the business, and run for specific client accounts.
In this guide we cover:
- How do I create a report template?
- How do I edit a report template?
- How do I share a report template with the business?
- How do I delete a report template?
- How do I run and generate a report for a client?
- FAQs
How do I create a report template?
Login and navigate to Reports > Report templates and complete the following steps to create a report template:
- Click ‘Create template’ button.
- Select the desired pre-existing reports from Layouts in the left-side panel.
- Arrange the reports in your preferred order in the middle panel via drag and drop.
- To preview the report, click the expand/collapse button.
- To remove a pre-existing report, click the rubbish icon in the middle pane.
- Enter the report name, description and toggle to include a cover page, in the template settings in the right-side panel.
- Click ‘Save.’
Your new report template will appear in the list of report templates which you have created. It will also appear in your report list in the ‘Reports & Statements’ page once you have selected a client.
How do I edit a report template?
Login and navigate to Reports > Report templates and complete the following steps to edit a report template and click on the pencil icon next to the report template you wish to edit.
How do I share a report template with my team?
Login and navigate to My Business > Reports > Report templates to share your report template with your team, and then switch the ‘Share with team’ toggle to on.
The template will be automatically unshared when editing or if the report template is deleted.
How do I delete a report template?
Login and navigate to My Business > Reports > Report templates and click the rubbish icon next to the report template you wish to edit.
How do I run a report using the client template?
Login and select a client, then navigate to Reports & Statements, and the new report template will be available for use. Please note: This will be available to the team if the report has been ‘shared’.
FAQs
When the share with team option is turned on, will my clients see this report within their online reporting suite?
No. The sharing and use of this report is an adviser/licensee tool. The creation and sharing of these Report Templates will remain within the adviser portal, and not the client portal.
Will I, as an adviser, be able to insert our own branded cover page into the Report Template?
Not yet. We will be looking to introduce new features to the Report Template overtime.
Can a different username Edit my created Report Template?
No. In the initial release only the creator of the Report Template will have the ability to Edit.
Can I create multiple Report Templates for different client segments?
Yes. There is no limit in the number of Report Templates you wish to create for your client segments.
Will the Report Templates become available in the Bulk Client Reporting suite?
Yes. Report Templates are available in the bulk client reports beta page.
Will the created Report Templates utilise my username specific Global Settings? And will I be able to change the report settings in an ad-hoc fashion like other reports?
Yes. The Report Template will utilise your ‘Global Settings’ stored against your username by default. If you need to change the settings within the report, you can click the report and change in the right-hand panel for that generation only.