Reporting
Use these resources to learn how to analyze and present goal progress to your clients.
Videos 2
Using Client Reports
Topics Covered:
- Creating personalized client reports.
- Adding and reordering client report content.
- Building and saving client report templates.
Using Standalone Reports
Topics Covered:
- Using standlone reports to ensure the accuracy of your data.
- An overview of the different report categories available.
Functional Documents 1
Asset Allocation and its Effects on Client Reports
Topics Covered:
- Differences between the suggested asset mix and the assumed asset mix.
- The asset mix represented by the Entire Portfolio data.
- Return rate differences between the Profile page and the Entire Portfolio data in client reports.
- When and where NaviPlan shows pre-retirement and retirement asset mixes.
Quick Reference Guides 3
Client Reporting
Topics Covered:
- An overview of the different and unique features of client reports.
- Terminology used with reports and NaviPlan.
- Steps to build new personalized reports and templates.
Evaluating a Plan
Topics Covered:
- An overview of the options available to evaluate and project plan data.
Create reports with report editor
Topics Covered:
- Create stylistically consistence custom reports that fit your personal voice and need with the client report editor.