How to generate and run a client report

To access Report builder Firm Users must have the Client Reports app turned on for their role with Full Access to the Compile Pages and Full Edit role permissions to use the Report Builder. If you don’t have access but want access contact the Tech Department

TABLE OF CONTENTS

• Getting Started with Report Builder
• Selecting a Report
• Building a Report: Overview
• Building a Report: Tables
• Building a Report: Edit Table Contents
• Building a Report: Charts
• Building a Report: Edit Charts Contents
• Building a Report: Adding a Page
• Building a Report: Adding a Disclaimer
• Running your Report

Getting Started with Report Builder

1. Log into Black Diamond

2. Under the Client Reports section, click Report Builder

Selecting a Report

Report builder allows you to select from a list of 9 template reports or allows you to generate your own custom reports over 100 page types.

1. To choose a from an existing template, Click on the drop down menu and select a report.

   
   

   
   

2. After you select a report you’ll be able to select what pages you want included in this report.

   
   
   

3. After you have selected the number of pages you want, Click Done to start configuring your report.

Building a Report: Overview

1. To get started lets cover the basics of a report
   1. Header - Includes the Template Name and Run, Save and Save As buttons
   2. Left Pane - Provides an overview of all the pages included in the report and allows you to Reorder, Add and Delete Pages
   3. Center Pane - Interact and build charts and tables here
   4. Right Pane - Includes general settings for Template, Page and Object

      
      

      
      

Building a Report: Tables

How to Edit a Table

1. Select on a Table you want to edit in the center pane
   

   Tables can be identified by a grid icon

   
   

    

2. Select your Table Type from the drop down in the right pane
   
   

   
   

   
   
   

3. Review the predefined table data points and groupings or Click Edit Table Contents to edit the data points.

   When editing a Tables Contents, remember to click Apply to save changes

   
   
   
   

4. Expand Display and Data Settings to make additional general table updates

   
   

   

Building a Report: Edit Table Contents

1. Editing your tables allows you to manage your table data, date ranges and additional settings.
   
   

   Predefined defaults are displayed.

   
   

1. Data Points - Ability to add, reorder, delete data fields

2. Groupings - Ability to add, reorder, delete or include benchmarks for levels

3. Date Ranges - Defined date ranges for data fields

4. Table Sorting - Sort data in ascending or descending order

5. Show Top Rows - Limit the number of grouping level rows

   
   

   
   
   

6. When done, Click Apply

Building a Report: Charts

1. Select on a Chartyou want to edit in the center pane

   
   

   
   

   
   

2. Select your Chart Type from the drop down in the right pane

   
   
   

3. Select a Specific Chart Type from the drop down in the right pane

   
   

   
   

4. Review the predefined chart data points and groupings or Click Edit Chart Contents to edit the data points.

   
   

   
   

5. Expand Display, Appearance, Legend and Data Settings to make additional general chart updates.

   
   

   

Building a Report: Edit Charts Contents

1. Editing your tables allows you to manage your charts data, date ranges and additional settings.

   Predefined defaults are displayed.

   1. Data Points - Predefined data points you can reorder and delete

   2. Reporting Levels - Additional data points to be displayed on your chart

   3. Date Ranges - Defined date ranges for data fields

      
      

      
      

2. When done, Click Apply

Building a Report: Adding a Page

1. To add a page click +Add Page in the bottom of the left pane
2. Under Add Pages, Click Add New Page tab
3. In the Header you can find search filters
4. In the left pane you can sort through the page types
   1. Address Page
   2. Cover Page
   3. Table of Contents
   4. Commentary
   5. Standard Page
   6. Billing Statement
   7. Disclaimer
5. In the center pane you can find all the sample designs
6. In the footer you can find Clear Selections, Selected Page Count, Done and Cancel buttons
7. Once you have selected your pages, Click Done to add them

Building a Report: Adding a Disclaimer

Adding a disclaimer to all pages in your report template:

1. Select a page in your report in the left pane
2. Under the Template tab in the right column, Expand Text Parameters
3. Enter disclaimer text in the Disclaimer Field
4. Select Preview or Run to view changes
5. Select Save to save changes

Adding/Editing a disclaimer on a specific page in your report:

1. Select a page in your report in the left pane
2. Under the Page tab in the right column, Expand Text Parameters
3. Enter disclaimer text in the Disclaimer Field
4. Select Preview or Run to view changes
5. Select Save to save changes

Running your Report

1. After you are done building your report click Save in the header.

   
   

   

2. Then press Run to generate a Report

3. After clicking Run, a new window will pop up with additional settings

   
   

   • Portfolio | Relationship
   • Portfolio
   • Date Range
   • Advanced Options
     • Branding Options
     • Internal Use Only
     • Sample Mode
     • Exclude History Data
     • Performance Returns
     • Supervised Filter

4. Once done selecting a portfolio and adjusting additional settings, Click Run

5. This will add your report(s) to a queue. When the reports are ready you can find them in your notifications found in the Bell icon in the top right corner of your screen

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