Annual reporting
I agree with two previous posts. I have only just seen the Advisor reporting at Incite. It looks great - but This would be a great tools in our Annual meeting - when most client want to sit down and ...
Forum Discussion
Hi Nola
There was a recent update to Advisor that captured the Year To Date data in some graphics. You can see this data in Advisor under the Sales & Expenses tabs after you have run a report.
If you run a report for a Client's file and check these graphics, could you let us know if this what you were looking for?
Thank you for your reply - yes that does help with some of the reporting - but it still would be good to have all the ports with the availability to run them for the whole 12 months. But it is a good update.
