In this video, we will walk you through how to run reports in the US software.
Transcript
In today's training, we will be taking a look at Voyant’s new reports screen. I’ll be navigating over to the Reports section and focusing specifically on Client Reports.
You’ll notice a new client report presentation view. I’ll walk you through how to navigate this updated interface.
On the cover page, you’ll see three dots in the top-right corner. Clicking these gives you two options: Configure and Preview.
Configure: Here, you’ll see the option Report Presented By. This is most relevant if you’re an admin or paraplanner running the report for an advisor. You can select the advisor’s name, click Save, and the report will be generated under their name.
Preview: This provides a quick overview of what’s included in the report.
Under Select a Plan, you can choose which plan to run the report for. This could be the Base Plan or any of your What-If Scenarios.
If you have any Report Sets:
You can select a preset report set or hand-select specific reports to generate.
By clicking the three dots next to each report, you can Configure, Preview, or delete a report from the set before generating.
Configure allows you to adjust various report items and include Client Notes.
Preview lets you review the report content.
Delete removes a report from the set.
For detailed reports, such as Cash Flow or Assets, the Configure option allows you to select a time frame. Predetermined options include every fifth year or the first five years, but you can also enter a custom range, e.g., 2024 to 2034.
In the Notes section, you can add any relevant information for the client, such as meeting discussions or specific recommendations. Click Save to apply your changes.
Before generating a report, you may also see options to Export Raw Data and Images or Use Real Money. Note that this is only available for select reports. The Use Real Money option removes all inflation adjustments from the report.
To view recently run reports, go to View Recent Reports, which lists all reports generated for the client. To reset your selections, click Reset Selections. You can then manually select reports, configure them, add notes, and when ready, click Generate Report. This will create a PDF version ready to send to your client.
I hope this was helpful. If you have any questions, feel free to reach out to us at support@planwithvoyant.com. You can also click your client’s name and select Request Support, which sends us a link to the client so we can open the plan and share access.