Using Report Builder

Report Builder provides advisers and support staff with a versatile reporting tool directly in Adviser Online. This feature allows users to create consolidated packs of multiple reports for their clients in one centralised location. Users can also create bespoke reporting packs that can be saved as a template and used for client reporting on an ongoing basis.  Each account will also have two preloaded report pack templates to help you get started.

You can access Report Builder by following these steps:

1. Log into Adviser Online
2. Find a client account for which you want to run a report pack
3. Select the client’s Wrap account using the global search bar or side navigation
4. Select the Report Builder tab
5. Select the reports you want to include in the report pack on the Reports tile
6. Select your preferred date range and format options for each report
7. Reorder the reports using the Re-order selection button
8. Click the Download button

This functionality provides you with the ability to create templates that save your report pack preferences for easier downloads. There are two all account templates provided for each of your clients’ Wrap accounts:

• an EOFY pack
• a quarterly pack.

You can create additional templates by clicking on the New template button on the Templates tile.

A few things to note:

• All reports you can create on the Reports tile can also be included in a template.
• You can create templates that are accessible across either one account (Account only) or all your accounts (All my accounts).
• The templates you create can’t be shared with others in your practice – they’re unique to your profile. However, once a Report pack is successfully generated from the Templates tile, it will be shown on the Generated reports tile, allowing all users with access to the account, the ability to access the Report pack. See the Generated reports section for more information.
• Once an account is closed, new templates can’t be created for that account but you can still see the existing templates.