Company Reporting

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.

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Click the Blue open button to run a required report

 

Note: The Filters are described in Bold and will only filter on the content shown in Bold.

 

 

Active Client List Report

Complete the required fields and click blue Download Report button

 

Active Client List  with addresses Report

Complete the required fields and click blue Download Report button

 

Adviser Income Report

Complete the required fields and click blue Download Report button

 

Expected Income Report

Complete the required fields and click blue Download Report button

 

Expected Income Report for Adviser

Complete the required fields and click blue Download Report button

 

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.

 

Income Report

Complete the required fields and click blue Download Report button

 

People Due for Review Report

Complete the required fields and click blue Download Report button

 

Reconciled Income Report for an Adviser

Complete the required fields and click blue Download Report button

 

Reconciled Income Report for all Advisers

Complete the required fields and click blue Download Report button

 

Unmatched Income Report

Complete the required fields and click blue Download Report button

 Advice Register

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