Current Client Reports Overview

The Current Client Reports are designed to help you quickly run reports for the current contact name you are viewing.

When you click the Current Client Reports Icon, Advisors Assistant will select all of the name and product information for the current contact name on the view screen. The Report Selection Criteria Screen will then open so that you can print any of the reports available in Advisors Assistant for that contact.

Quick Report Action Button

You can also print a summary of the information in the bottom half of the View Screen using the Quick Report Action Button. Some View Screens have different Perspectives with different Reports, so be sure to try the Report Button with the different perspectives on the screen.

See Also

Selection Reports

Report Selection

Exporting Data

Customizing Reports

Report Maintenance