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Including What-If Plans in Reports – Overview and Usage
This article explains how to include What-If plans in report sets within Advisor Go. Use this workflow to compile, organize, and generate client-ready reports that compare multiple scenarios.
Where to Find Reports
- Open a client plan.
- Navigate to the Reports area.
- Select the desired plan (e.g., Base Plan) to begin.
What the Reports Feature Does The Reports area allows you to:
- Select and include report sets from your Base Plan and What-If plans
- Organize the order of included items
- Review, configure, and generate a consolidated report package
Adding What-If Plans to a Report Set
- Choose the reports you want to include for the selected plan.
- Confirm selections appear under Review, Configure, and Generate.
- Add additional What-If plans as needed.
- Click the report sets within each plan to include them.
Organizing and Managing Items
- Rearrange report items to your preferred sequence.
- Group similar items (e.g., financial summaries) together for clarity.
- Confirm all selected items appear in Review, Configure, and Generate.
Generating the Report
- When the order looks correct, click Generate.
- Review the generated document to ensure it meets expectations.
- The first section commonly shown is the Financial Summary.
Identifying the What-If Plan
- In the generated report, the active plan/scenario is shown in the bottom-right corner for easy confirmation.
Example Use Case
- Build a report that includes the Base Plan plus one or more What-If plans to compare outcomes side-by-side within a single package.
Best Practices
- Label and group scenarios clearly to help readers follow comparisons.
- Place summaries up front, followed by detailed sections.
Need Help?
- Reach out to Support from within Advisor Go if you have questions or need assistance.