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Reports Page and Reports+
Reports Page and Reports+

Create and View Household Reports from the Reports Center Page

Michael Schwabe avatar
Written by Michael Schwabe
Updated over 2 months ago

Comprehensive Client Report

Create a multi-page comprehensive report with the click of a button.

Access

The Reports page is accessed by clicking the Reports option on the Household's Tools menu.

List of Platform Reports

Here is a list of the Reports and additional pages offered on the Reports page.

Depending on Broker Dealer or Firm requirements, some pages are not optional.

Cover page

Disclosure page

Member Inventory

Financial Inventory

Fact Finder Summary

Financial Fire Drills

Notes

Signals (if available)

Beneficiary group

Asset-Map group

Target-Map group

Balance Sheet group

Policy Summary group

Additional Custom Reports (Elite subscription only. Learn more here.)

Features

The Reports page offers the opportunity view reports and select reports for electronic report creation (PDF). Reports are grouped by topic when multiple members or entity reporting is available (examples include Beneficiary reports, Target-Map reports, and Insurance reports).

Report Groups

Report groups can be expanded and collapsed.

Control the page number of the report

Use the check boxes and "Generate Report" button to generate a multi-page comprehensive client report of the items you've selected. In a group, select all or some of the reports to be part of your comprehensive report. Or, click the down-arrow to download the individual report.

Know the page count

A page count shows you how many pages you have selected and we provide an estimate of how many pages will be generated.

Asset-Map PDF Options

  • Entity Ownership on the Asset-Map

  • Include Key Financials

  • Asset-Map page orientation

Rearrange Report Pages (if made available by your firm or subscription)

Click and drag report pages to rearrange the generated report. Save the report layout by combining the desired reports in the new order by clicking the Save option. Assign a new default report layout. You can save up to five report layouts and they will be made available on all households.

Save Report Layouts

After you've rearranged and selected your desired report page order, you can save that layout for future reporting in all households. (For Professional and Elite subscription levels.)

Reports History

Rolling 30 day report history. (Reports+ has an unlimited history)

Reports History provides a means to re-download previously created reports. Previous reports are visible for the past rolling 30 days. If you'd like a historical reports list that extends beyond the last rolling 30 days, consider upgrading your subscription.

  • Reports History is presented in two locations: on the Household's Summary page and on the Reports page as a separate tab. Click "History" on the Reports page.

  • Reports recreated from History still have "Internal use only" if your organization requires it. Remove the watermark by downloading a comprehensive report from the Reports page. Click the "Generate Report" button.

  • Re-download the desired report by clicking its down-arrow icon.

Reports+

Elite Tier subscribers have additional features including an unlimited Reports History instead of a 30-day history as well as Custom Personal Pages (see below)!
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👉 Explore upgrading your account (Not available for all firms.)

Custom Personal Report Page

Supply us with a personalized one-page PDF design that we can upload into your account so that it can be optionally printed with your client-facing deliverable. This page will become available to all advisors in your firm or office. The maximum quantity of custom personal pages and Questionnaires is ten.

Contact support@asset-map.com and we'll work with you.


Report Troubleshooting

👉Landscape/Portrait (Orientation)

Asset-Map provides a feature to designate the default orientation of the Asset-Map Report only. Please refer to this resource for more information: Asset-Map Report Page Orientation. The platform determines the orientation of the other pages of the PDF. A print orientation option is on the Household's Report center page as well.

👉The Reports tab is grayed out.

I can't create a report - click here for more.

👉"Internal use only"

"Internal use only" appears on my PDF - click here for more.

👉The print size is too small.

The text size is fixed and cannot be manipulated within the application. One way to create a paper copy with larger text is to use your printer's software setting to fill the entire page on larger print paper. This may also be an option in your PDF software. For example, switch the paper type to legal and use the "scaling" option where you can increase from 100% to enlarge the image of the client's Asset-Map Report download to paper. Asset-Map cannot support third-party software.

👉 The accounts on a [legal entity, like Trust, or other member, like Business Partner] are not appearing on the PDF.

One effective solution would be to create an additional Asset-Map within the same household for that particular entity or person and then include that new map in the PDF. Rearranging and saving the household members in the middle of the Asset-Map is called a Layout. Click here for more information on Layouts and how to include the Layout on the comprehensive report.

Tags: fire drills, fire drills, fire-drills, PDF, generate, Internal Use Only, IUO, comprehensive, landscape, portrait, Elite, layouts.

9/2024

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