How to create a subscription report set in AdviserGo
It is now possible to create report sets for the subscription by the Subscription Owner or Subscription Manager or by a user who has been granted the Subscription Level Report Set Creator role.
Report sets added this way will be available to all users within the subscription.
You can add new report sets or manage existing report sets from the Configuration tab on your Home screen:
If you have the relevant permissions, here you will see the Subscription Report Sets as well as your Personal Report Sets.
To add another report set simply click on the Plus button.
Name your report set and then click in the boxes of the required reports from Your Reports Library. Now click Save and you can select if this report set is to be a Subscription Report Set or a Personal Report Set.
If you want to edit your report set or delete that particular report set you can click on the name of the report set and to delete click on the wastepaper bin:
If producing a report in a client plan, when you select report sets, you will be shown your own report sets and those for the subscription:
What is not saved in a report set in AdviserGo?
Reports can contain sections from various selected plans (the base plan or what-if scenarios) within the client case. The report set will apply to the plan/scenario you are presently viewing, as shown top right. The report set serves as an initial default set of reports. You can still remove reports, rearrange them, add additional reports, or add reports for different plans if needed.
Special options to Customize certain reports, such as the Financial Summary, will not be saved for reuse in the report set, the assumption being that these settings are selected on a per-client basis.