After launching the account-level Performance Over Time report in the Adviser Online Performance tab last month, we’re continuing to accelerate our single platform strategy, making Adviser Online the single, secure portal for all your essential tasks.
To further enhance the reporting experience, we’ve brought the Performance Over Time report to Report Builder, providing a more streamlined and consistent reporting solution. The equivalent legacy report in Wrap Online will be retired.
What you need to know
You can access and share performance over time insights in two ways, depending on your preferred workflow.
- On-screen analysis: Use the Performance Over Time tab on a client's account page for an interactive, dynamic view.
- Custom client report packs: Use Report Builder to bundle the report into customised, multi-page PDF or CSV report packs and save your preferred settings as a template for future use.
Key features of the Performance Over Time report
Designed to deliver the insights that matter most to you and your clients, the updated Performance Over Time report includes:
- Interactive performance chart (absolute): Visualise and compare the total growth of a portfolio and its benchmarks over your selected date range. Hover over the chart to view monthly values, or toggle elements on and off for a more tailored view.
- Periodic performance (annualised): View annualised returns for portfolios and benchmarks across one to five years, as well as since inception. Switch easily between Table and Chart views.
- Benchmark comparison: Compare performance against up to five benchmarks, including industry-standard indices, custom indices, or your own custom CPI Plus and Target benchmarks.
- Flexible date ranges: Run reports from the last 12 months up to five years, since inception, or using custom dates. Your chosen benchmarks, date ranges and format preferences are saved automatically per account, making it quicker to pick up where you left off.
- Print and download: Instantly print a clean copy of the on-screen report or export raw table data to a CSV for external analysis.
Performance over time reporting via the Adviser Online Performance tab
The on-screen Performance tab provides interactive data visualisations that allow you to easily compare a portfolio’s total growth against selected benchmarks.
To access it:
- Log in to Adviser Online
- From the side navigation, under the Macquarie icon, hover over Clients
- Select Account list
- Select your client’s account from the Account list
- Select the Performance tab
- Select the Performance over time tab
Performance over time reporting via the Adviser Online Report Builder
To build comprehensive reports for your clients, you can add the Performance Over Time report directly into customised packs. You can download these in PDF or CSV format and save your setup as a Template for future use.
To access it:
- Log in to Adviser Online
- From side navigation, hover over Clients
- Select Account list
- Select your client's investment, super or pension account from Account list
- Select Report Builder tab
- Under Reports, select Performance Over Time report
Looking for more information?
To learn more about navigating these reports, visit Understanding performance reporting in the Help Centre.