*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’ allow advisers and licensees to choose and arrange pre-existing Netwealth report layouts so they can be generated together as a single report output, similar to the ‘My Statement’ report.
You can also select two or more of the same layout as underlying reports in your report template, and choose to set different pre-defined date ranges.
These 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?
- Troubleshooting FAQs
How do I create a report template?
Login and navigate to Reports > Client Reports > Report Templates and complete the following steps to create a report template:
- Click ‘Create template’ button.
- Enter the report name, description and toggle to include a cover page, in the template settings in the right-side panel.
- 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.
- (Optional) Click on an individual report in the middle panel to set a fixed date range. This lets you mix fixed and flexible timeframes in one template — for instance, one report could always show data “since inception,” or could be based on another fixed period (e.g. financial year to date), while another could adjust dynamically based on the date range chosen at the time of generating the report. If you don’t set one, the report will automatically use the date range you select when generating the report template for a client.
- To preview the report, click the expand/collapse button.
- To remove a pre-existing report, click the rubbish bin icon in the middle pane.
- To edit the report name, and description, select the settings button.
- 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 My Business > Reports > Client Reports > Report templates 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 > Client Reports > Report templates 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 > Client Reports > Report templates and click the rubbish icon next to the report template you wish to delete.
How do I generate a report for a client using a report template?
Login and select a client, then navigate to Reports & Statements, and all report templates will be available for use in the report list. Please note: They will be available to the team template if the report has been ‘shared’.
Troubleshooting 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 My Business 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 report template features over time.
Can a different username Edit my created report template?
Not yet. 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 or other purposes.
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 any of the settings within the report, you can click the report and change in the right-hand panel for that generation only.
The pre-defined date ranges for underlying reports can only be changed by editing the report template.
How do I add or modify dates for selected reports in my report templates?
When you add a pre-existing report to a report template you can optionally add a specific data period for it. This specified date overrides the date period in the Generate report page.
For example, you can create a report template called 'Quarterly Performance Report', made up of a Portfolio Performance report, and an Asset Performance report with three different time periods (the last financial year, last full quarter, and since inception).
To do this:
- Navigate to Reports > Client Reports > Report templates and either add a new report template, or select an existing report template to edit.
- From the left-hand navigation, select 'Add' to add a pre-defined report layout.
- Once added, in the middle panel, select the pre-selected report layout, and click on the open panel icon which will open the right-hand side panel.
- In the right-hand side panel, select the date period for the report layout, for example, 'last full quarter', and click save.
- Save your template.