Q. What is the difference between a Draft, Client Ready, and Completed Report?
A. Draft reports may be used as a draft to check an account’s data or test out different templates. You can run as many drafts as you like, as no changes will be saved with a Draft.
Client Ready reports are used to save a particular template to a quarter. These reports can be downloaded with the same template in the future, as a template is saved to that quarter. Client Ready Reports can be reverted to a Draft should you need to make changes. Please see here for these instructions.
Completed status is used once the report has been delivered to the client. It is important to note that Completed reports cannot be reverted unless within the current quarter.
Q. How do I see what a report section looks like?
A. Please see our Report Samples page for visuals on report sections, here.
Q. I do not have a Monitoring Report available for the current quarter, why is that?
A. If you do not have a current Monitoring Report available to run, please check your Investment Policy tab to ensure the Investment Policy is up to date for that client account and that your Holdings have the current quarter listed and available.
Q. How do I update my information on the cover page?
A. Please see here.
Q. How is a Peer Group Index assigned?
A. The defaults are identified and chosen by Morningstar's Category Index.
Q. How do I change the Peer Group Index Assignment?
A. Please see here.
Q. How do I add investment notes or client notes to a report?
A. Click here for guidance on adding notes to a report.
Q. Why can’t I find the Template I just made when trying to run a report?
A. If you created a Report Template, please ensure you are accessing it from the appropriate section of the system, as there are several different report types within the Fiduciary Focus Toolkit.
- If you created a Research Report, it can be run from within the Holdings page or the Investment Screener.
- If you created a Monitoring Report, please navigate to the Monitoring Reports tab.
- If you created a Proposal Report, it can be accessed within the Proposals tab inside the client account.
For additional information and a visual guide to these steps, please click here.
Q: I made changes to the account's holdings and/or assets, but it isn't reflecting in my Monitoring Report. Why?
A: Your Monitoring Report is either in Client Ready or Complete status. Client Ready and Complete statuses are "locked" because the purpose of those statuses is to either discuss the report with the client or finalize the quarter, which means that any changes made in the account will not be reflected. In order for new changes to be reflected on your report, you must move the report back to Draft status.
Q: I'm trying to run a batch but the "Generate Reports" button is greyed out. Why?
A: Most people skip over the "Batch Name". Please enter a batch name and the button will turn blue.
Q: Why aren't my client notes showing up on the report?
A: In order to include client notes in a Monitoring Report, the notes must be marked as "client-facing" and the Client Notes report section must be included in the report template. For more information on client notes and how to enable them in your monitoring reports, click here.
Q: There's a "Net Max Fee" on my reports. How do I edit it?
A: To edit the Net Max Fee, navigate to Settings (the gear in the upper right of your screen), click on "Report Controls", then select "Edit."
Note to our Enterprise Clients: Some Home Offices have restricted/removed this feature. If you do not have the Report Controls as an available tab and have questions, please contact your Relationship Management Team at fi360rm@broadridge.com.