Overview
Your client conversations are milestones in their financial journey. The Reports History tool serves as your digital filing cabinet, allowing you to instantly revisit, search, and download any report generated within the last 30 days. Whether you're preparing for a review or documenting a recommendation, your past insights are always just a click away.
How to Access Reports History
You can retrieve previously generated reports from two primary locations within a household:
The Household Summary: Navigate to the Reports section to see a quick view of your history.
The Reports Page: Click the History button to open a comprehensive list. From here, you can use the Search tool to filter results by:
Report Type
Date Range (Start/End)
Assigned Advisor
Availability & Retention
30-Day Window: Reports are stored and available for download for a rolling 30-day period.
Need a longer history? If your practice requires access to reports beyond 30 days for compliance or tracking, click here to explore subscription upgrades.
Generated reports cannot be deleted.
👉 Want to learn all about our Report features in Asset-Map Platform? Click here!
5/2026