Overview of Reports
If you’re all about reports like us, you're in the right place!
We offer several reports depending on your analytical needs. To get started, navigate to a specific report by using the links in the green box below. 👇
Important: Only Account Owners, Account Owner Admins, and Analysts will have access to the Transaction Report and Advisor Report for the firm.
In This Article:
Client Report
For a broad report of all clients on your account, including not only profile information but also key subscription and one-time invoice data, head to Clients in your left-hand sidebar!
Check out the article on depth here: Client Report
Advisor Report
To gain more information on the advisors on your account, head on over to Advisors > Export to download a .CSV file with stats for all your advisors -- both active and deleted.
Check out the article on depth here: Advisor Report
Invoices Report
The Invoices page located in your sidebar ( Transactions > Invoices) contains a combined view of both your one-time and individual subscription invoices!
Check out the article in depth here: Invoices Report
Subscription Report
If you're curious to know when a subscription was created or if it's still active, we have a subscription report just for that!
The Subscription page is located in your sidebar ( Transactions > Subscriptions) and contains all individual subscriptions in one location!
Check out the article in depth here: Subscription Report
eSignature Document Report
Important: This eSignature Document Report is only available on our Professional and Enterprise Plans. Firm settings to adjust this are only accessible by the Account Owner and their Admin.
To export an Excel file of all the documents created on your account, visit Document Vault > Documents and click the Export button in the top right-hand corner:
Check out the article in depth here: ESignature Document Report
Transaction Report
Reminder: If you are an Account Owner, Full-Access Advisor, or firm Admin/Analyst user, you can download transaction + payout reports anytime through your AdvicePay dashboard.
To get the Transaction report go to Transfers > Credit Card & ACH and click Export at the top right of the page. Check out the article on depth here: Transaction Report
Admin Report
If you're looking for a place to see all of your Administrative users on your account? We've got a great Admin Report just for that.
To export an Excel file of all the Admins created on your account head over to the left-hand side inside of your account to Accounts, Admins and click the Export button in the top right-hand corner:
Check out the article on depth here: Admin Report