Overview: Users can create and customize Report Templates within the Fiduciary Focus Toolkit. This functionality allows advisors to build Research, Proposal, and Monitoring report templates by selecting from a wide range of available report sections. Templates can be tailored by choosing and arranging sections to align with each client’s specific needs.
To view all available report sections for a Monitoring Report, please download one of the following sample documents:
- All Possible MR Sections (Portrait)
- All Possible MR Sections (Landscape)
Note to our Enterprise Clients: Some Home Offices have restricted/removed this feature. If you do not have the Report Template Editor as an available tab and have questions, please contact your Relationship Management Team at fi360rm@broadridge.com
Skip to...Creating a Report Template from Scratch, Creating a Report Template Using an Existing Template
Creating a Report Template from Scratch:
Many of our clients create their own custom report templates organically. To begin, follow the steps below:
- Click on Application Management (gear icon in the top right corner).
- Navigate to the ‘Report Template Editor’ Tab from the options on the left side of the screen.
- To create and build your own Report Template from scratch, select the blue +ADD NEW TEMPLATE button located on the right side of the screen and following the prompts
- Enter an Internal Name for the Report Template, along with the Report Title that will be displayed on the final report. Then, select the desired Report Layout Orientation.
- Select the Template Type:
- Monitoring Reports are linked directly to client accounts and are designed to help you review account progress and support client fund oversight. These reports are generated within a client account and are available with quarterly data.
- Investment Research Reports allow you to perform research and due diligence on both prospective and existing funds to support fund selection and evaluation. These reports can be generated from a client’s Current Holdings section or from the Investment Screener.
- Proposal Reports provide a clear, professional PDF designed to support new business opportunities. The Proposal feature is located within each client account.
- Additional Options: You may also choose to include the following elements in your report template:
- Holdings “As Of” Date
- Page Numbers
- Table of Contents
- Footer Disclosure
- Action Bubbles for Investments (can be included or removed)
- To select report sections, click the blue Choose Report Sections button on the left side of the screen. Use the checkboxes to add or remove sections as needed. Once you have made your selections, click Make Selection.
- After selecting your desired report sections, you can rearrange their order by dragging and dropping the grid icon next to each section title. By default, sections will appear in alphabetical order.
- You can also customize each section’s configuration by expanding the section and adjusting the grouping and sorting options as needed.
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Once your report template is complete, click the blue Save button in the bottom-right corner of the page.
Your template will be available for use immediately within the system. Please note that template visibility depends on the Template Type selected during creation.
Creating a Report Template using an Existing or Inherited Template:
- Click on Application Management (gear icon in the top right corner).
- Navigate to the ‘Report Template Editor’ Tab from the options on the left side of the screen.
- You will see all inherited Report Templates provided by Fi360 or your Enterprise Home Office, as well as any Custom Templates you have created. Inherited templates cannot be edited directly; however, you may create a copy and make changes to the duplicated version.
- For Inherited Templates, click on the Copy icon located to the far-right side of the Inherited Report Template that you wish to modify.
- For Custom Templates, click the three dots to the right of the template name and select Copy Template.
- Enter a name for your Report Template and click OK
- From the Report Template list, locate your newly created template and click on the name to open the edit window.
- Once in the Edit Screen, you can change the Report Title, Layout, Template type, and options as you see fit.
To add or remove report sections, click the blue Choose Report Sections button on the left side of the screen. Use the checkboxes to select or deselect sections as needed. Once you have finalized your selections, click Make Selection.
- After selecting your desired report sections, you can reorder them by dragging and dropping the grid icon next to each section title. By default, sections are displayed in alphabetical order.
- You can customize the report section configuration by opening each section and changing your grouping and sorting order.
- Once the report template design is complete, click the blue Save button in the bottom-right corner of the page.
Your template will be available for use immediately within the system. Please note that template visibility depends on the Template Type selected during creation.
Places in the software this will be available:
The Monitoring Reports tab within your Client Account
The Holdings tab of a Client Account
The Proposal Center of a Client Account