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.
- Navigate to the Record you want to print.
- 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.
- 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.)
- After selecting your Report Items, click at the bottom of the sidebar to refresh the report contents.
- Review the contents and either print
the report or use the command to export the report to a document format.
| 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. |
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