In this tutorial you will be shown the main functions of the new reports

2. In this tutorial you will be shown the main functions of the new reports

3. First you need to click the reports button

4. Now this screen will appear. This is where the reports are managed and viewed from

5. First ‘Clients – Completed’ needs to be selected

7. Now ‘all advisors’ needs to be selected

9. All reports are configurable, but some can be edited more than others. For example some reports can only be renamed whilst others can have configurable fields

10. This report can contain a maximum of 7 fields

11. Whilst this report can include up to 12 fields

12. First we will look at the features of a report containing a maximum of 7 fields

13. Reports need a date range to take data from. If one is not put in before the report is previewed, the data range is automatically set from the start of the current year to the current date

14. Double clicking the box under the start or end date will bring up a calendar

16. At the top of the calendar it tells you if you are selecting the start or end date.

17. To move between months click the arrows which either go forward or backwards in time

18. Moving between years is the same as moving between months

19. To select a day, simply click on the number

20. Click ok to save the date into the date box

21. You can also type dates into these boxes

22. I have set my date range to be from the start of this year to today

23. To configure a report this button needs to be clicked

25. This is the reports configuration screen. From here you can select which fields go into a report and how high their priority is.

26. From here the name of the report can be changed

27. Here you can see that the report can contain a maximum of 7 fields

28. If you want to include a field that is not preset into the report and you wish to add a different one in, it will appear in this box

29. Before a field is added, one must be removed as there is already the maximum amount of fields in the report

30. A field needs to be selected and this is done by clicking on it

31. Now the arrow facing left needs to be clicked as this will switch the category over to the left box

32. The ‘Solicitor fee’ has now been moved to the available categories box

33. Now to move a category into the report you first need to select it

34. Now click the arrow facing right to switch the car insurance category over to the selected fee categories box

35. Car insurance has now been moved across to the selected fee category box

36. Another useful tool is the move all button. If you click this, all of the categories, on the side the arrow is pointing away from, are moved onto the other side, so in this case, the 7 fees in selected fee categories would be moved to available fee categories

37. Now clicking the double arrows pointing the other way, will not move any categories in this case as there is more than 7, but if there was only 7, all would be moved across. With over 7 categories, the ones needed in the report would have to be moved singly

39. The priority of categories can be changed by using these arrows. Number 1 on the list is currently the top priority and number 7 the lowest priority

40. As an example car insurance will be moved to top priority. First it needs to be selected.

41. Now each time I click this up arrow, car insurance will move up a space

46. Now I will move the life insurance down by using the down arrow

50. To preview the report this button needs to be clicked. If no dates have already been selected, they will be automatically applied