In this tutorial you will be shown the main functions of

the new reports

First you need to click the

reports button

Now this screen will appear. This is where the reports are managed and

viewed from

First ‘Clients –

Completed’ needs to be

selected

Now ‘all advisors’

needs to be selected

All reports are configurable, but some can be edited more than others. For example some reports can only be renamed whilst others can have

configurable fields

This report can contain a maximum of 7 fields

Whilst this report can include up to 12

fields

First we will look at the features of a report

containing a maximum of 7 fields

Reports need a date range to take data from. If one is not put in before the report is previewed, the data range

is automatically set from the start of the current year

to the current date

Double clicking the box under the start or end date will bring up a calendar

At the top of the calendar it tells you if you are

selecting the start or end date.

To move between months click the arrows which either go forward

or backwards in time

Moving between years is the same as

moving between months

To select a day, simply click on the

number

Click ok to save the date into the date box

You can also type dates into

these boxes

I have set my date range to be from the start of this year to today

To configure a report this button needs to be clicked

This is the reports configuration screen. From here you can select which fields go

into a report and how high their priority is.

From here the name of the report

can be changed

Here you can see that the report can contain a

maximum of 7 fields

If you want to include a field that is not preset into the report and you wish to add a different one in, it will appear in this box

Before a field is added, one must be removed as there is already the

maximum amount of fields in the report

A field needs to be selected and this is done

by clicking on it

Now the arrow facing left needs to be clicked as this will switch the category over to the left box

The ‘Solicitor fee’ has now been moved to the available categories box

Now to move a category into the report you first need to select it

Now click the arrow facing right to switch the car

insurance category over to the selected fee categories

box

Car insurance has now been moved across to the selected fee

category box

Another useful tool is the move all button. If you click this, all of

the categories, on the side the arrow is pointing away from, are moved onto the other side, so in

this case, the 7 fees in selected fee categories would be moved to

available fee categories

Now clicking the double arrows pointing the other way, will not move any categories in this

case as there is more than 7, but if there was only 7, all would be moved across. With over 7 categories, the ones needed in the report would

have to be moved singly

The priority of categories can be changed by using these

arrows. Number 1 on the list is currently the top priority and number 7 the lowest priority

As an example car insurance will be moved to top priority. First it needs

to be selected.

Now each time I click this up arrow, car

insurance will move up a space

Now I will move the life insurance down by using the down

arrow

To preview the report this button needs to be

clicked. If no dates have already been

selected, they will be automatically applied

Here we can see the car insurance we put as top

priority appears 1st.

This button goes to the next

page of the report

This button takes us to the last page of

the report

Clicking this button exits the report

To go back to the reports menu, this

button needs to be clicked

Now I will show you the features of a report that can have 12 categories

Again you need to go to

the report config button

Now you can see that there is

maximum of 12 fields

To add the 5 fees remaining in the

available fee category box

To view the

preview click this

button

As there are more category labels they

are tilted up onto their sides

This report is grouped by the advisor so this page

only includes Alison Wheatley’s clients, and the next page is David

Foggarty’s clients

Clicking this button exits the report

To go back to the reports menu, click this button

This is a report that can only have

the names changed

You need to click this

button to view the

configuration for this report

This report is not configurable, so the category boxes are greyed out

but the report name can be changed

If more than one user connects to SMT via a server, and one user changes the name of the

report, it will not change for the other users, so this enables users to personalise reports

To show you how renaming a report

works I will rename this one

The new report name will

appear on the preview and

when it is printed off

Now I will go back to the list of reports to show what it

looks like in the list

The changed name also appears on

this list

To return to the main menu click this button

Thank you for viewing this tutorial