What reports can I create within the Clients area?

Within the Clients area of the system you will see a link to the Reports area. Here you will find more generalised reports regarding both the clients and their holdings. Within the Reports screen there are two areas of reports available. The Product basis reports allow you to select one of the six product tabs and produce reports based on specific product types:
The General reports area gives you more generalised reports for the clients.

An example of this is the Create a contract review schedule showing all of the client’s holdings report. This shows a graphical representation of those policies that are due for renewal and when.

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.