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Generate the Account Overview Report in Office Cloud

Generate the Account Overview Report in Office Cloud

When viewing either the Clients & Accounts or Model Portfolios page, the Generate Report window has a new option when generating reports. To run the Account Overview report, do the following:

  1. From the Menu, select Clients & Accounts. The Clients & Accounts page opens.
  2. Expand the client whose account you want to view.
  3. Hover the cursor over the desired account, then click the down arrow. The Actions menu opens.
  4. From the Actions menu, select Generate report... The Generate Report window opens.

    generatereport1.jpg

  5. From the Select a Template menu, select Account Overview.

    accountoverview1.jpg
  6. Select your report options, then click Run.

 

The Account Overview Report is a one-page report providing analytical, performance, and holding data at the individual account level. It can be generated for either a quick account or a transactional account.

accountoverview2.jpg

Version history
Revision #:
2 of 2
Last update:
‎02-28-2020 01:47 PM
Updated by:
 
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