Report Sets - How to select and save a reusable set of reports - UK

How to save a reusable report set in AdviserGo

A report set can be easily saved on the fly in AdviserGo and at any point it can be easily cleared, edited, and resaved.

The Reports screen is normally populated without any preselected reports, as pictured below. There are exceptions. Users who are allowed to generate reports on the behalf of others will see a configurable cover page at the top of the list of selected reports. 

Click Create Report Set

Name your report set and then click in the boxes of the required reports and click Done

This will then move these reports over to the other side of your screen under Review and Generate. 

This is where you will be able to click on Customize (where shown) to customize those reports.

If you are happy with those reports, click Generate report and that will generate those particular reports for you.

Please note, the reports selected will only relate to the particular plan that you have selected and will not automatically populate for any subsequent What-if's linked to the plan.

If you want to Edit your Report set or Delete that particular Report set you click on the ... box;

The dropdown box will allow you to either Edit or Delete the report set.


The Edit Report Set button will allow you to edit the selection of reports that you would like for that particular plan.

The Delete Report Set button will automatically delete the report set that you have showing under Select a Report set

What is (and 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.


Most selections are retained in a report set. Reports and the order in which they are arranged are saved in the set as well as options for downloading report data and images and outputting the reports in real money, both of which are highlighted below.


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.