Create and download client reports

There are several reporting options available that enable you to run and download reports across your clients’ accounts.

Today you can access reporting using both Adviser Online and Wrap Online. Over time, Adviser Online will become the single platform where you can access all your clients’ reporting in one place. We’re transitioning to Adviser Online gradually, rebuilding and enhancing the reporting capabilities you currently enjoy, and we’ll make sure every reporting component is available in Adviser Online before we remove them from Wrap Online.

Currently, once logged into Adviser Online, you have the following options to run reports:

Option 1: Report Builder

1. Log into Adviser Online
2. Find a client account for which you want to run a report pack
3. Select the client account using the global search bar or side navigation
4. Select the Report Builder tab
5. Select the reports you want to include in the report pack on the Reports tile
6. Select your preferred date range and format options for each report
7. Click the Download button

Option 2: Wrap Online via Quick Links

1. Log into Adviser Online
2. From the global search bar, select Accounts from the drop-down menu
3. Search for your client’s Wrap account number or name
4. Select for your client’s Wrap account
5. Click the Quick Links drop-down menu 
6. Select Reporting in the Quick Links drop-down menu

Option 3: Wrap Online via side navigation

1. Log into Adviser Online
2. From the side navigation, hover over Reporting and select Client & adviser reporting.

We’ve provided you two templates for each of your clients’ Wrap accounts:

• an EOFY pack
• a quarterly pack

You can create additional templates by clicking on the New template button on the Templates tile.

Once created, you’ll be taken back to the Report Builder page in Adviser Online and you’ll be able to see your newly created template.

A few things to note:

• Currently, report packs can only be created for one account, i.e. grouping of accounts isn't possible
• The templates you create can’t be shared with others in your practice – they’re unique to your profile
• You can create up to 10 templates for an active account
• Once an account is closed, new templates can’t be created for that account but you can still see the existing templates
• All reports you can create on the Reports tile can also be included in a report pack.

Generated reports enables you to access and download reports more efficiently.

A few things to note:

• The tile will only display Report packs that have been successfully generated in the last 90 days from the Reports or Templates tile.
• Any user with access to the account will have access to see all reports generated for that account.
  • For example, if a support staff downloads a Report pack for an account, the adviser will be able to log in with their Macquarie ID, navigate to the account and access the generated Report pack.
  • Users will be able to download, view details and delete the generated Report pack.

To run a client-wide report:

1. Log into Adviser Online
2. From the side navigation, hover over Reporting from the menu and select Client & adviser reporting
3. Select Run a report across all my clients’ accounts
4. Select your adviser code.

From here you'll be able to run the following reports.