Overview: The Batch Reporting feature allows you to generate Monitoring Reports for multiple clients at once, eliminating the need to open each client record individually. This can save significant time when preparing reports.
The Batch reporting workflow has four functions:
- Generate: produce bulk Client Ready monitoring reports from those currently in Draft status
- Download: download and save monitoring reports in Client Ready or Complete status to your own files
- Complete: finalize the quarter by moving Client Ready monitoring reports to Complete status
- Reproduce: Return reports to draft status for editing and reproduction
Follow the steps below to begin the Batch Reporting process:
- In the Fiduciary Focus Toolkit, click the Clients tab on the left side of the screen.
- Click the Batch Monitoring Reports tab to open the Monitoring Report Batch Actions screen, as shown below.
Skip to...Generate, Download, Complete, Reproduce
Generate
The first step in the Batch Reporting process is Generate. This option allows you to mass generate client-ready PDF versions of draft Monitoring Reports for either all clients or a selected group of clients.
- Click Generate.
- Select the quarter or reporting period by clicking the Quarter drop-down menu and choosing the appropriate option.
- Choose whether you want to generate reports for all clients or only for a selected subset of clients.
- If you choose a subset of clients, select the specific clients you would like to include.
- Click Generate to begin creating the reports. On this page, enter a name for the batch, select the appropriate template, and then click Generate to start the process.
- Depending on the number of reports selected, this process may take a few moments to complete. You can review the status by clicking Report Batch Status as seen below.
Please Note: Batch reports should contain no more than 100 reports at a time to generate successfully.
Download
Once the reports have been generated, the next step is to download them.
- Click the blue Download Report button.
- On the next screen, select either all reports or a subset of reports you would like to download.
- Choose one of the available Vault options:
- Do not send to Vault
- Send to Vault after download
- Send to Vault without downloading
- Click the blue Download Reports button at the bottom of the page.
Your Monitoring Reports will download as a .zip file containing the individual PDF reports. You may continue working in the Toolkit while the reports download in the background.
Complete
The final step in the Batch Reporting process is to move your client-ready Monitoring Reports to Completed status in bulk.
- From the Monitoring Report Batch Actions screen, click Complete.
- Select either all reports or a subset of client-ready Monitoring Reports you would like to update.
- Choose the appropriate quarter or reporting period for the reports you want to move to Completed status.
- Click the blue Complete Report button to finalize the selected reports.
Reproduce
If you need to correct a mistake or regenerate one or more client-ready or completed reports, you can return them to Draft status using the Reproduce option.
- From the Monitoring Report Batch Actions screen, click Reproduce.
- Select the appropriate quarter or reporting period.
- Choose either all reports or a subset of reports you would like to reproduce.
- Click the blue Reproduce Report button.
- On the slide-in screen, confirm your selections and click Reproduce Reports at the bottom of the screen.
Once reproduced, the selected reports will be returned to Draft status. From there, you can repeat the batch reporting process to generate, download and complete the reports again.