Generate a draft report template in a client's organization

Generate and save a set of reports in a client's organization using your practice's report templates.

  1. In the Reports menu, select All Reports.
  2. Select Advisor.
  3. Select the report template you want to use.
  4. (Optional) To reorder contents or remove a report, click the name of the first report, then click Edit.
  5. (Optional) Edit any report within the template. Use the dropdown menu or the arrows at the top of the report to move between reports.
  6. Click Save Draft to save the entire report template as a draft.

When you're ready to edit or publish the report template, you can access it from this organization's Reports menu. Select All Reports, then select Drafts to open your draft report template.

Only staff in your practice with access to this organization can view the draft report template.