Reports History allows the financial professional to view and download a previously generated report for a household.
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.
View your reports history from the Household's Summary page in the Reports section.
Also view your reports history from the Household Reports page. Click "History" to view a list of previously created reports. Search for past reports by Report Type, Start date, End date and Advisor.
👉 Want to learn all about our Report features in Asset-Map Platform? Click here!
11/2022