How to create a reports favorites list in Albridge?

TABLE OF CONTENTS

• Step 1. - Report Settings
• Step 2. - Choose your favorite Reports
• Step 3. - Done
  
  

**For advisor use only**

Step 1. - Report Settings

1. From your Clients list, Locate the Settings tab

2. Under Client Report Settings, Click Report Settings
   
    

Step 2. - Choose your favorite Reports

1. Find Client Report Favorites section under report Settings

2. Click Create Client Report Favorites

3. Next to Category Name, choose a name for your favorites list

4. Next to Client Reports, choose up to 5 favorite reports from the drop down lists

5. When Done, click Submit at the bottom of the page

   
   

   
   
   

Step 3. - Done

1. You have now learned how to add reports to favorites
2. To find your favorite reports, Run a report on a Client. In the Report / Package drop down list you’ll find a Favorites section on top with your 5 favorite reports
   
   

If you have any issue with any of these steps contact Tech support at tech.support@vanderbiltsecurities.com or Call at 631-845-5100