Overview
The standard client list export in AdviserLogic does not include client categories. Additionally, standard exports do not accommodate the inclusion of client partners or detailed segmentation options, which might be necessary for comprehensive reporting.
To include these, you need to use the Segment Report module, which allows you to customise fields and generate detailed client reports. The Segment Report module is one of two primary tools available for creating comprehensive reports, the other being the Database Segmentation tool, which provides more advanced segmentation based on adviser or group criteria.
Access
You can access the Segment Report module from the main navigation menu in AdviserLogic. Ensure you have the necessary permissions to generate and export reports. Similarly, the Database Segmentation tool can also be accessed through the navigation menu, provided you have the required permissions to create and manage segments.
To export a client list with categories, start by opening the Segment Report module within AdviserLogic. When setting up your report, you can include partners by customizing the fields to display both "Entity Full Name" and "Entity Partner Full Name" for a unified view.
Once inside, create a new report and proceed to the setup screen. In the report setup, choose the fields you want to include, such as client name, contact details, and client category.
Adjust any filters as needed to refine the list. After customizing your report, generate it by selecting the appropriate output option.
Finally, export the report to your preferred format, such as Excel or CSV, for further use. Once exported, you can sort the data using spreadsheet software, such as arranging the client and partner names alphabetically or organizing by adviser-specific details.