How to extract Client Contact Details out of FinPlan The reporting suite in FinPlan only allows reporting on Client email...
Once you have created a custom report you will have the opportunity to configure this to show the information required....
Summary The Portfolio Report (found in the client file under reports) contains all of the policies your client holds and...
Within FinPlan you are able to change your financial year to match your reporting date. To do this, follow the...
Summary Client reviews can be completed and a review date can be set to when the next follow up with...
Within FinPlan there are several out of the box reports you can generate on the different areas of the system....
Within FinPlan you are able to create and delete your own custom reports. To learn how to create a custom...
If you have accidentally deleted a custom report from your FinPlan reporting suite you can still recover this. Within the...
When running an RMAR report from the report suite, you will be able to “drill-down” into the blue hyperlinked numbers....
Within the Reporting Suite, you are able to create a Client List Report as a Custom Report. Please note that...
