Atlas generates two types of reports, Web Reports and Printable Reports. The web reports are meant for interacting with data: sorting it, filtering it, drilling down, etc. The printable reports are PDF-formatted, branded and ideal for an email or in-person meeting.

Each report is a collection of sub-reports. There are a total of 20 sub-reports: Account Summary, Consolidated Summary, Performance Summary, Benchmark Performance, Household Performance Attribution (PDF only), Portfolio Snapshot (PDF only), Performance Chart, Cumulative Net Investment, Appraisals, Holdings, Asset Allocation and Top Holdings, Target vs. Actual Allocation, Buys and Sells, Deposits and Withdrawals, Income, Realized Gains and Losses, Fees, Security Performance, Security Exclusions and Risk Return.

You can control the complexity and amount of data on a report by enabling or disabling each sub-report in Reporting Settings.

To begin, you will need to establish your reporting settings. Navigate to the Reporting Settings section on the left sidebar of Settings. Nested beneath you'll see:

These settings determine (1) how often printable reports are generated by the system and (2) which sub-reports are available for web reports, printable reports and in the client portal.

Set this to either monthly or quarterly. You may choose to make these available through the Client Portal in Settings.

These are the default sub-reports for web-based reports, presented to users within the firm (e.g. advisors). Firm users can always customize the sub-reports available; these are simply the defaults when running a web report.

These are the sub-reports exposed to clients; unlike advisors, clients cannot change which sub-reports they can or cannot view. End clients are limited to only the selections given here. For example if you exclude management fees and buy/sell activity the client will not be able to view that data on their dashboard.

"Printable reports" refers to PDF reports.

This setting is used in two ways. When the system auto-generates printable reports at your desired print frequency, it'll include the sub-reports selected here.

These are also the default sub-reports used when manually running printable reports. You can always specify which sub-reports you want included when running printable reports; these are just the defaults.