Reports

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.