Printing Records

Printing Records

AdvisorEngine CRM has the capability to generate a printable report of a Record, containing the details of whichever Record sections you wish to include.

  1. Navigate to the Record you want to print.
  2. In the upper-right, select Tools > Reports > Record Summary. (In the Legacy Record layout, select Reports > Record Summary from the toolbar.) A new tab will open.
  3. By default, the report will populate with only the Record Summary, Contact Info, and Reminders sections of the Record. Use the Report Items sidebar to include additional Record information. (The Record Detail location may vary slightly in the legacy layout.)
  4. Field Option Record Detail Location
    Reminders Record Summary
    Important Information Notes Notes > Important Information
    Billing Notes Notes > Billing
    Account Review Notes Notes > Account Review
    Classifications Record Summary
    Tags Record Summary
    Personal Info Details > Profile Information
    Employment Details > Employment
    Interests and Favorites Details > Interests & Favorites
    Engagement Details > Profile Information and Financials > Financial Engagement
    Relationships Details > Relationships (will include both Relationships and Informational Contacts)
    Assets Financials > Asset/Liability
    Liability Financials > Asset/Liability
    Insurance Financials > Insurance
    Opportunity Opportunities
    Revenue Financials > Revenue
    Recurring Actions Workflows > Recurring Action Definition (active definitions only)
    Actions Workflows > Record Actions (for dates specified below)
    Action Entered Date From/Action Entered Date To Specify the range of Actions to include if Actions are included in the report.
  5. After selecting your Report Items, click View Report at the bottom of the sidebar to refresh the report contents.
  6. Review the contents and either print the report or use the Save As command to export the report to a document format.
    • Related Articles

    • Classifying and Tagging Records

      Classifications and Tags are used to profile your Records for easy retrieval. An effective and consistent system of Classifications and Tags will allow you to quickly retrieve any segmented list of Records to easily view, correspond with, or report ...
    • Printing Actions and Workflows

      Actions may be generated into a printer-friendly structure for printing or export to Adobe pdf, Microsoft Word doc, or Microsoft Excel xls. Depending on the data you are looking for, this can be done in a few different ways: Print a single Action: ...
    • Record Summary Overview (Legacy)

      Note: This article covers the Legacy Record Summary layout. For information on the current interface, see Record Summary Overview The Record Summary provides at-a-glance information of the most critical details for a Record and the Persons. It also ...
    • Dashboard Card: Policy Status Summary

      Policy Status Summary is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library. Policy Status Summary Policies Status Summary card provides a bar graph showing how many ...
    • Company and other Entity Records

      Records for Companies can be entered and tracked in more than one way in AdvisorEngine CRM. See the options below to determine which will best suit your firm’s requirements for tracking and reporting. Single Company Record: Create one Record for the ...