Reports Available in SmartRIA Pro
Reports: Forms and Tasks
- Completed Forms Download: Lists all completed forms based on user defined parameters. These forms can be downloaded as a Zip file and printed.
- My Incomplete Forms: Creates a report for all incomplete forms. You can Complete the form or delete it from here.
- Forms Status: Use this form to see the status of all your forms started, submitted and completed. You can view and print this form.
- Task Status: Here you can create a report of the status of every user for an individual task. You can export this to a csv and pdf and you can send a reminder email to the selected advisors.
- Alerts Report: This report lists some types of alerts based on selected parameters. You can export this to pdf and you can send a reminder email to the selected advisors.
Reports: Clients and Accounts
- Annual Review Forms: This report creates a report for all completed or saved annual review forms between two dates. The user has the option to export to csv and pdf and can download completed forms as a zip file.
- Clients No Meeting by Quarter: Here you can generate a report that lists all clients who have no last meeting date recorded within one year of the selected quarter.
- Clients Report: This report lists all clients based on the account selected status. You can choose from Active and Inactive clients
- Accounts Report: Here you will find a report that lists all client accounts. You can narrow the search criteria by client status, balance, account status, custodian, advisor and tags.
- Unhouseholded Accounts: This report lists all custodial accounts that are not assigned to clients.
- Required Documents Report: Creates a report for all clients with submitted required documents.
- Annual Review Oversight Report: Provides a report for client annual reviews in last 365 days.
- Missing Required Documents Report: Creates a report for all clients with missing required documents.
- Scheduled Meetings: Lists all clients who have a next scheduled meeting date within the selected range.
- Clients by State: This report lists all open accounts by state.
Reports: Miscellaneous tab
- Users Report: This report lists all selected users for the company.
- File Search: Search through all available files.