Can I create a client report based on Product Basis?

Within the Clients area of the system you will see a link to the Reports area. Here you will find generalised reports regarding both the clients and their holdings. Within the Reports screen there are two areas of reports available, Product Basis and General:
 The Product Basis reports area allows you to produce reports in the areas of

Protection
Retirement
Investment
Savings
Mortgage
Other (includes bank accounts/general insurance).

As a general guide, schedule reports provide basic details; detailed reports show full fund detail and chart reports will produce a pie chart for you. When viewing each report, please click the Preview button to see the actual report you will print.