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Overview
Database segmentation fields allow you to extract specific sets of data based on your practice’s requirements. By using these fields to categorise and filter information, you can create targeted reports that surface the data most relevant to your business, helping you gain clearer insights and make more informed decisions.
The information in Database Segments in AdviserLogic primarily comes from
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Custom Fact Find
If you have created a Custom Fact Find, then that information will also be available in the Fields to Display section of database Segmentation.
Default Fields
If you haven’t set up any custom fact finds, the default values in your Database Segmentation Fields to Display section will retrieve data from specific areas of AdviserLogic. Understanding which fields pull data from which sections ensures that you are well-equipped to create effective reports, maximising the usefulness of the data at your disposal.
To quickly see what each field covers, scan the table below. For in-depth information on all field types, including what they report on and where they extract data from in AdviserLogic's Database Segmentation, select the Field Type below to navigate to this information.
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Fee History: No longer in use | Recommended Insurance: No longer in use | |
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Fields to Display | Data Source | Use | Data Points |
These are the codes for platforms that are connected to the client account via datafeed | Account Codes.Account Code | ||
| These fields provide information on each client's address. If both home and work addresses have been entered for a client, using these fields will return both the home and work addresses. | Address.Street Line 1 | |
These fields allow you to select specific details from any client's addresses, including Home, Mailing, Work, and Other. | All Address.Home Street Line 1 | ||
These fields extract data from the client's Assets screen, allowing you to generate reports on the client's asset holdings. | Assets.Australian Shares | ||
These fields extract general client information from Fact Find 2.0, providing a comprehensive overview of the client's details for reporting purposes. | Client.ADLID | ||
These fields extract information about any business entities created in the client's Fact Find, enabling you to generate detailed reports on these entities. | Companies.Name | ||
These fields extract data from the consultant-related sections in Fact Find 2.0, enabling you to generate reports on consultant details. | Consultant.consultantType | ||
These fields extract data from the client's contact details, including preferred contact methods and newsletter subscription status, helping to enhance client engagement. | Contact Details.Home Phone | ||
If the Preferred Contact Address is left blank, the Mailing Address will be used by default. | DefaultAddress.Country | ||
These fields extract data from the Dependants section of the Fact Find, allowing you to include them when generating reports. | Dependants.FirstName | ||
These fields extract data from the Diary section of AdviserLogic, enabling you to generate reports on meetings and other diary events. | Diary.Client | ||
These fields extract data from the documents stored in the client's Document Vault, allowing you to generate detailed reports on those documents. | DocVault.DocVault Category | ||
The Entity set of fields forms the foundation of most Database Segment Reports. These fields can pull information from any type of entity—such as Client, Partner, Joint, Company, Superfund, and Trust. To ensure accurate and clean report results, it's important to apply appropriate filters. The Entity fields will generate one row in the report for each entity type that matches the applied filters and contains data for the selected areas. | Entity.First Name | ||
These fields extract data from the estate planning sections in Fact Find 2.0, allowing you to run reports on various aspects of estate planning. | Estate Planning.Guardianship | ||
These fields extract data from the Insurance section of the Fact Find, enabling you to create comprehensive reports on various insurance details. | Existing Insurance.InsuranceCoverID | ||
| Expenses.Description | ||
Fee History |
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These fields extract data from the Deletion activity from file note logs within a client's File Notes, allowing you to run reports on recorded activities. | File Note Delete Logs.Note ID | ||
These fields extract data from the update activities within the file note logs in a client's File Notes, enabling you to run reports on the recorded activities. | File Note Update Logs.Note ID | ||
These fields extract data from the File Notes section of the client's record, allowing you to run detailed reports on the notes and activities documented there. | File Notes.Date | ||
These fields extract financial data from various sections within AdviserLogic, enabling you to create comprehensive financial reports. | FinancialDetails.Bank Deposit Off Platform Total | ||
These fields extract data related to goals and objectives in the client's Fact Find, allowing you to generate reports on these key areas. | GoalsObjectives.Description/Objective | ||
These fields extract data from the client's health details in the Fact Find, enabling you to run in-depth insurance reports. | Health Details.Health Status | ||
These fields extract financial data about the client's income, allowing you to generate detailed income reports. | Income.Description | ||
| Liabilities.Owner | ||
This field populates the client's full name as entered in the Fact Find. | Names.Full Name | ||
This field set focuses exclusively on the Client entity type, which is always the primary or 'parent' entity in AdviserLogic—the central element around which a client record is constructed. The system identifies all other entities based on their relationship to this Parent Entity. This field set facilitates high-level reporting by attempting to display one row per client record, potentially including data for all entity types within that client record. It's important to avoid using ParentEntity and Entity simultaneously, as doing so could lead to inaccurate results. | ParentEntity.Bank Deposit Off Platform Total | ||
This field extracts all general information related to the client's partner from the Fact Find, allowing you to include this data in your reports. | Partner.ADLID | ||
These fields display platform information related to the client's investment and superannuation assets, enabling you to generate detailed reports on these. | Platform.Name | ||
Recommended Insurance |
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| Relationships.Relationship Type | ||
| The Revenue fields function similarly to ParentEntity; they are a 'composite' group that combines data and auto-calculated fields from various sources. This setup simplifies the process of generating revenue reports. | Revenue.FOFA OG & GST Total Last 12 Mth FDS TRUE | |
These fields extract data from the client's existing risk profile, allowing you to generate reports on their risk assessment and tolerance. | Risk Profiles.Name | ||
These fields extract compliance information related to Service Fee Disclosure, enabling you to generate Compliance reports on this aspect of client management. | SFD.ADL ID | ||
These fields extract data related to Service Fee Disclosure Fees in Compliance, allowing for targeted reporting on these fees. | SFD Fees.Date | ||
These fields extract data on the services provided in the Compliance section, allowing you to generate detailed reports on those services. | SFD Services.Service Description | ||
These fields extract comprehensive data related to the client's superannuation accounts from the Fact Find, allowing you to generate detailed reports on their superannuation holdings. | Super.CurrentBalance | ||
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| Trusts.Name | ||
These extensive fields extract data from the Workflows 2.0 module, allowing for comprehensive reporting on workflow processes and tasks. | Workflow.Title |
Each of these field types allows for tailored reporting on various aspects of client records, helping you to generate comprehensive and accurate reports. Each of these field types allows for tailored reporting on various aspects of client records, helping you to generate comprehensive and accurate reports.
Understanding Entity Fields for Effective Database Segment Reports
In AdviserLogic, there are four distinct field sets that pull similar data: Entity, Parent Entity, Client, and Partner. A solid grasp of how each fieldset functions is crucial for creating accurate and comprehensive Database Segment reports. Misusing these fields can lead to incomplete or malfunctioning reports, so let's break down their purposes and best practices.
The Entity field set is the backbone of most Database Segment Reports. It can pull information from various entity types, including Client, Partner, Joint, Company, Superfund, and Trust. To ensure your report is accurate, it’s important to apply appropriate filters. The Entity fields will attempt to generate one row in the report for each entity type that matches the filters and contains relevant data.
The ParentEntity field set focuses exclusively on the Client entity type, which is the primary or 'parent' entity in AdviserLogic. This entity serves as the central hub around which the client record is structured. The system understands all other entities based on their relationship to this Parent Entity.
This field set is ideal for high-level reporting, as it attempts to display one row per client record, potentially including data for all related entity types within that client record. However, it's crucial not to use ParentEntity and Entity together, as this will likely result in inaccurate data.
Client and Partner
The Client and Partner field sets are more specialized versions of the Entity field set, with automatic filtering applied to focus specifically on Client entities or Partner entities, respectively.
Advanced users of Database Segmentation will often achieve better results by using the Entity field set in combination with appropriate filters. However, the Client and Partner field sets are useful for simpler reports, such as generating a list of Partner names.
💡Tip
Avoid using the Client and Partner fields in the same report. Doing so may prevent the report from functioning properly, and even if data is generated, it cannot be considered reliable.
By understanding the unique functions and limitations of these field sets, you can effectively leverage AdviserLogic's database segmentation capabilities to produce accurate and insightful reports.
Understanding the Differences Between Address Fields in AdviserLogic
AdviserLogic provides three distinct types of fields for retrieving client address data: Address, All Address, and Default Address. Each field type serves a unique purpose, allowing you to access and report on client addresses with varying levels of specificity.
The Address field provides comprehensive information on all addresses that have been entered for a client. For example, if both home and work addresses are recorded in Fact Find 2.0 > Contact Details, this field will return both addresses. It’s a straightforward way to capture all available address information for reporting purposes.
The All Address field offers a more granular approach by allowing you to select specific details from any of the client’s addresses. You can choose from:
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This flexibility is particularly useful when you need to focus on particular types of addresses for detailed reporting.
The Default Address field displays the address set as the preferred contact address in Fact Find 2.0 > Contact Details > Options > Preferred Contact Address.
If no preferred contact address is specified, this field defaults to the Mailing Address. This field is ideal for reports that require the primary contact address of the client, ensuring consistency and accuracy in communication.
By understanding these differences, you can better utilise AdviserLogic's address fields to create precise and relevant reports tailored to your specific needs.
Commonly Used Fields
The Entity section in AdviserLogic functions as the core profile of a client. It encompasses all information related to a client, with options available in the Entity drop-down list to report on various aspects, such as whether the client has insurance, the date of the last file note, and more.
This section is particularly useful for generating lists of clients based on:
Review dates (e.g., Last Review Date, Review Frequency)
Types of insurance a client holds (e.g., Life, Trauma, TPD)
Total assets and liabilities of a client
The Entity section also covers other entities linked to a client, including Partners, Business Clients, Superfunds, Companies, and Trusts.
The Insurance section compiles all details related to a client's insurance policies, including the type of insurance, sum insured, and policy descriptions. This section is typically used to generate detailed lists of insurance information for each client, providing a comprehensive view of their insurance coverage.
The Super section focuses on information related to superannuation funds. You can apply additional filters in the Define Filters selection to refine reports by specific types of superannuation and associated details, enabling precise and targeted reporting on clients' superannuation accounts.