Default Request: Client Reporting Process

Oct 17, 2023

The Client Reporting Process workflow is a four task process that is resolved once reports have been sent to clients and all four tasks have been tagged as completed.

Team Roles required in Workflow: Advisor

Step 1:

First task is created, called "Reporting Prep Work", and it is assigned to the Team Role: Advisor. Based on your firm's client reporting process, this task gives your advisor time to do the appropriate prep work prior to sending out reports. This could include such actions as confirming client information, updating manual accounts or market values, reconciling accounts, etc.

Task one is due seven days after the Client Reporting Process request is created.

Step 2:

Second task is created, called "Run Batch Client Reports Process", and is assigned to the Team Role: Advisor. Once the prep work has been completed, the next task is to actually run the batch of needed reports.

Task two is due one day after the "Run Batch Client Reports Process" task is created.

Step 3:

Third task is created, called "Review/Reconcile Client Reports", and it is assigned to the Team Role: Advisor. This allows time for the advisor to review the created reports and make sure they are accurate to be sent out to clients.

Task three is due three days after the "Review/Reconcile Client Reports" task is created.

Step 4:

Fourth task is created, called "Send reports to clients", and it is assigned to the Team Role: Advisor. This task reminds the Advisor to send the completed reports to the clients, whether the information is transmitted electronically or via the mail. Once confirmed that all four tasks are completed, the Request status will update to Complete.

Task four is due one day after the "Send reports to clients" task is created.

Here is a list of the default fields that are included in the Request, as well as they type of information that is needed in each field. It is possible, as a System Administrator, to customize these fields within all Requests, including updating the existing names, removing fields, or adding different fields.