Summary Report & Report Builder

Report Builder vs. Summary Report:

While Summary Report is more simple and provides only the Cashflow report, the Report Builder goes beyond with its customization features and provides:

  1. Accounts breakdown
  2. Taxes
  3. Cashflow
  4. RMDs
  5. Cumulative Wealth
  6. Assets and more

How to get to the Report Builder & Summary Report

Both of these reports can be found under the "Clients">"Plans".



Summary Report

As mentioned above, the summary report provides a brief outline of the client's cashflow over time. It can be accessed from within one of a client's plans as seen in the image above.

Report Builder

The more in-depth report builder function allows you to generate a more comprehensive report including cashflows, accounts in the client's portfolio, income, expenses, RMD reports and more. The report builder functionality allows you to include as few or as many pieces of information as you would like to customize the prospecting process for you and your clients. 



Report Customization Settings

In addition to being able to add or remove sections from the report builder feature, you are also able to add customizations to the reports you generate including custom cover page formatting, logos and other branding. Please note that these customizations are only available for users with an admin role on Vestevo.




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