Building Custom Reports
Overview
The Report Builder allows you to create detailed, custom, book- and segmentation-reports with the click of a button. This feature enhances your ability to manage and analyze your client data efficiently.
Getting Started
Access Requirements
To use the Report Builder, ensure you are logged in to ClientManager and navigate to the Practice tab. Please note that this feature is available only on the Team Standard or Team Essentials packages.
Navigating to the Report Builder
From the practice insights dashboard, click on Create Custom Report to access the Report Builder interface.
Creating Custom Reports
Interface and Options
The Report Builder provides an easy-to-use interface where you can create custom client-book reports. You can configure the report parameters using dropdown lists to describe the report you're looking for.
Example: Birthdays Report
Objective: Generate a list of clients with birthdays in the next month for planning communication and gifts.
Steps:
- Select "show me" and then choose "birthdays".
- Choose "active clients".
- Specify the adviser as either a specific advisor or "anyone".
- Set the timeframe to "the next 30 days".
- Click Build Report.
Viewing and Downloading Reports
After building the report, you will see a custom client report matching your specified criteria.
- Click View to open specific client profiles in new tabs.
- Scroll to the right to view additional columns in your report.
- Use the buttons at the top of the custom report window to download the report as an Excel spreadsheet, CSV file, or PDF document. You can also directly print the report from this window.
- Close the report and modify criteria to generate a new report as needed.
Example: Tagged Clients Report
Objective: Generate a list of tagged clients.
Steps:
- Choose a report of all clients matching the selected tags or choose "tags excluded" to exclude clients with specific tags.
- For this example, select "tags included".
- Click Build Report.
- Select the tags you'd like your report to reference. Multiple tags can be chosen.
- Click Build Report.
The generated report will match your specified criteria and will also contain a list of tags for each client in the last column. You can download this list as an Excel sheet for further filtering in Microsoft Excel.
More Tutorials
The following tutorials provide useful tips on using the Custom Report Builder: