Hosted Solution Implementation - Client Reporting

Hosted Solution Implementation - Client Reporting

Client Reporting Overview

  • Client > Key Details > Client Snapshot



    Check that the internal adviser name has been added in

    The 'Auto Entity Reporting 2' depends on this field

    If not populated, errors will occur in the report when you generate it for client entities without this field

  • Client > Key Details > Key Details



    Check that the category field has been added in

    The 'Auto Entity Reporting 2' depends on this field

    If not populated, errors will occur in the report when you generate it for client entities without this field

  • Client > Key Details > Key Details



    Check that the mailing field has been set to: Monthly Report

    The 'Auto Entity Reporting 2' depends on this field

    If not populated, errors will occur in the report when you generate it for client entities without this field

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