Modify contents of a client's report template

Add, delete or reorder reports in a client's report template before saving or publishing the set of reports.

Changes you make to report templates at the client level won't affect the practice-level report template, or other reports you run for that client.

In the Reports menu, select All Reports to edit drafts or copy and edit published report templates you've saved for a client.

Add a report to a client's report template

  1. In the Reports menu, select All Reports.
  2. Select Advisor.
  3. Select the report template you want to open.
  4. Click on the name of the first report.

    Image of clicking the drop-down box marked '1. Statement of Cash Flows'.

  5. From the bottom of the menu, click Add a Report.
  6. Start typing the name of the report to search.
  7. Click the report's name to select it. This adds it to the end of the contents.
  8. Save or publish as usual.

Reorder reports in a client's report template

  1. In the Reports menu, select All Reports.
  2. Select Advisor.
  3. Select the report template you want to open.
  4. Click on the name of the first report and click Edit.
  5. Select on the report you want to move and drag it into place.

    Image showing reordering reports by clicking and dragging.

  6. Save or publish as usual.

Delete a report from a client's report template

  1. In the Reports menu, select All Reports.
  2. Select Advisor.
  3. Select the report template you want to open.
  4. Click on the name of the first report and click Edit.
  5. Click on the X to remove a report.

    Image showing hover over x to remove a report from pack.

  6. Save or publish as usual.

You might also be interested in

Generate a draft report template in a client's organization

Copy and edit a published report

Publish a report template