In this tutorial you will be shown the main functions of the new reports

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In this tutorial you will be shown the main
functions of the new reports
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First you need to click the reports button
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Now this screen will appear. This is where the
reports are managed and viewed from
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First Clients Completed needs to be selected
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Now all advisors needs to be selected
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All reports are configurable, but some can be
edited more than others. For example some reports
can only be renamed whilst others can have
configurable fields
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This report can contain a maximum of 7 fields
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Whilst this report can include up to 12 fields
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First we will look at the features of a report
containing a maximum of 7 fields
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Reports need a date range to take data from. If
one is not put in before the report is previewed,
the data range is automatically set from the
start of the current year to the current date
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Double clicking the box under the start or end
date will bring up a calendar
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At the top of the calendar it tells you if you
are selecting the start or end date.
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To move between months click the arrows which
either go forward or backwards in time
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Moving between years is the same as moving
between months
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To select a day, simply click on the number
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Click ok to save the date into the date box
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You can also type dates into these boxes
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I have set my date range to be from the start of
this year to today
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To configure a report this button needs to be
clicked
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This is the reports configuration screen. From
here you can select which fields go into a report
and how high their priority is.
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From here the name of the report can be changed
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Here you can see that the report can contain a
maximum of 7 fields
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If you want to include a field that is not preset
into the report and you wish to add a different
one in, it will appear in this box
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Before a field is added, one must be removed as
there is already the maximum amount of fields in
the report
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A field needs to be selected and this is done by
clicking on it
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Now the arrow facing left needs to be clicked as
this will switch the category over to the left box
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The Solicitor fee has now been moved to the
available categories box
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Now to move a category into the report you first
need to select it
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Now click the arrow facing right to switch the
car insurance category over to the selected fee
categories box
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Car insurance has now been moved across to the
selected fee category box
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Another useful tool is the move all button. If
you click this, all of the categories, on the
side the arrow is pointing away from, are moved
onto the other side, so in this case, the 7 fees
in selected fee categories would be moved to
available fee categories
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Now clicking the double arrows pointing the other
way, will not move any categories in this case as
there is more than 7, but if there was only 7,
all would be moved across. With over 7
categories, the ones needed in the report would
have to be moved singly
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The priority of categories can be changed by
using these arrows. Number 1 on the list is
currently the top priority and number 7 the
lowest priority
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As an example car insurance will be moved to top
priority. First it needs to be selected.
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Now each time I click this up arrow, car
insurance will move up a space
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Now I will move the life insurance down by using
the down arrow
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To preview the report this button needs to be
clicked. If no dates have already been selected,
they will be automatically applied
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Here we can see the car insurance we put as top
priority appears 1st.
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This button goes to the next page of the report
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This button takes us to the last page of the
report
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Clicking this button exits the report
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To go back to the reports menu, this button needs
to be clicked
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Now I will show you the features of a report that
can have 12 categories
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Again you need to go to the report config button
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Now you can see that there is maximum of 12 fields
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To add the 5 fees remaining in the available fee
category box
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To view the preview click this button
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As there are more category labels they are tilted
up onto their sides
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This report is grouped by the advisor so this
page only includes Alison Wheatleys clients, and
the next page is David Foggartys clients
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Clicking this button exits the report
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To go back to the reports menu, click this button
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This is a report that can only have the names
changed
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You need to click this button to view the
configuration for this report
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This report is not configurable, so the category
boxes are greyed out but the report name can be
changed
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If more than one user connects to SMT via a
server, and one user changes the name of the
report, it will not change for the other users,
so this enables users to personalise reports
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To show you how renaming a report works I will
rename this one
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The new report name will appear on the preview
and when it is printed off
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Now I will go back to the list of reports to show
what it looks like in the list
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The changed name also appears on this list
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To return to the main menu click this button
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Thank you for viewing this tutorial