Company & Adviser Reports

Within the Reports Section of Adviser Cloud the available Reports can be found by clicking View All Reports Button as shown below.

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A list will be displayed as below along with a description of each report, Admins will see a larger range of reports, If a report starts with ‘Company’ then this is the report with all of the advisers data, where as if the report starts with ‘Adviser’ then only the selected advisers data will load into the report.

Admins:

Advisers:

Click the Blue open button to run a required report.

Once the report is opened, complete the required fields and click blue Download Excel Report button.

As the download starts you will be taken to the downloading screen, some reports take longer than others and are dependent on how much data is loaded.

Gabriel (RMA-K) Report

Complete the required start and end date fields and click blue Run Report button or Show Snapshot Button to see a snapshot of the report.

 

Gabriel (RMA-L) Report

Complete the required start and end date fields and click blue Run Report button or Show Snapshot Button to see a snapshot of the report.

 

 

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