Overview

The Reports Center is your all-in-one place to create client facing reports. Create a one-page or multiple page reports by just a few clicks of a mouse. Select the desired pages to include using checkboxes and select other variables to customize your report when offered. Certain customizations or features may not be available due to your firm's compliance requirements.

Comprehensive Client Report

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

Access the Reports Center

The Reports Center page is accessed by clicking the "Reports" option on the Household's navigation 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

Relationship Inventory

Priorities

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 Center offers the opportunity view 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
Include Legal Count

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

Reports History provides a means to re-download previously created reports. There is an unlimited report history.

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+

Advanced features are available for Elite Tier subscribers!

👉 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

Q. How do I adjust Landscape/Portrait (Orientation) for the Asset-Map?

Asset-Map provides a feature to designate the default orientation of the Asset-Map Report . Please refer to this resource for more information: Asset-Map Report Page Orientation.

Q. I want all PDF page the same orientation. How do I do that?

The platform determines the orientation of the pages of the PDF. A print orientation option is only available for the Asset-Map.

Q. The Reports tab is grayed out. I can't create a report. Why?

You are attempting to create a PDF from a Stencil type household. Please click here for more.

Q. How do I get rid of "Internal use only" ?

"Internal use only" appears on my PDF because you are attempting to generate a report from the Asset-Map page and not the Reports center. Please click here for more.

Q. The print size is too small. My clients can't read the report. How do I make the font bigger?

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.

Q. The accounts on other members, like the Trust or dependents aren't printing out. What do I do?

One effective solution is to create a Layout. With Layouts you can 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.

Q. I get an error message when I attempt to print my client's PDF report. Why?

Error Message	Solution
REQUEST DENIED while creating a PDF from the reports tab. Unable to generate PDF - 'content'	This is typically due to an advisor copying and pasting formatted text from a word processor into the NOTES tab of a financial. Hidden formatting content from a word processor or PDF document cannot be interpreted by our PDF generator and causes the error. Enter plain text only into the Notes fields. Use the formatting tools provided in the platform. When no primary member is present to print a default asset-map for. Save a Layout with a Primary member. When there are too many Layouts to print. (over 5). Create a report with fewer Layouts. When notes exceed a certain character limit (unknown limit). There will be a lot of notes and spaces between notes. Shorten the notes.
REQUEST DENIED - There was an error querying the server	Clear browser cache for all time and close the browse then try again. Lower the amount of Layouts you are trying to print to under 5 and try again.
REQUEST DENIED - non-ASCII characters	Use common quotes and apostrophes from a U.S. - type keyboard on your computer. Switch from international to U.S. keyboard.
REQUEST DENIED - Locked member	This message means that the Lead advisor is no longer active in the system. The solution is to get the household transferred to a new Lead advisor. Reach out to support@asset-map.com for assistance.
PDF won't open. Adobe errors out.	Ensure you have the most up-to-date PDF software installed, including Apple Preview if you are using an Apple device. Download the PDF to your desktop and try opening it from there.
Notes PDF - Notes text are left aligned only, making a long column of words on the left side in a note.	Open the Notes page of the Household on the left navigation menu. Find the Financials that have no notes. If there are no notes on a financial, then it shouldn't be on the notes page. Click the financial without notes listed to bring up its edit window. Click UPDATE to save the empty notes field and the item will disappear from the Notes page. The document will be able to be created without issue.
PDF will not generate	If the household has many financials, members or entities, evaluate which items need to be on the map. The solution is to generate Layouts or move the members off the map and hold them in the Relationships/Other Members & Entities area. To do this, uncheck the Include in My Household checkbox on the members' edit window.

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

4/2026

Reports Center and Reports+