With reporting packages, you can save custom templates and choose the order in which sub-reports appear.
This can help in a number of cases. For example, you may want to create a report package for the following:
Different advisors in the firm
Clients with specific data requests
Different report types (e.g. annual review, tax report, quarterly report)
You can create a Report Package by going to the Reporting Settings
When you select View on the Reporting Packages section, you will be taken to the following screen:
Select Create on the top right and the following screen will pop up. Here you can enter a name for the Package and choose the reports and order. Note that the grid icon on the far right of each report name is where you should drag and drop to set the order.
Using Report Packages
Once the package is saved, you can then select one when running web or PDF reports.
A few other things to note:
If you select any sub-reports in addition to your reporting package, these sub-reports will be included in the report at the very end
The Advisor Default package is system-generated and reflects the Advisor Sub-Reports selection via Reporting Settings
