Marketing and Reporting

In order to export data from the system, you can do so via the Marketing search feature. You can start by navigating to "Marketing", then "Searches".

This will bring up a list of categories you can run the report against, as per below screenshot.

In this example we will use the "Personal Client" category. 

Once you have selected the category you want to run the report on, you will be able to set the field selection and criteria for the report. 

Field Selection: 

These are the fields you want to see in the export itself. For example if you want to see the clients names and address.

You can double click them from the left hand field, and they will be added to the right hand field.

These are the selected fields.

Filter Criteria:

We can use the filter criteria's "Add Filter" option which will allow you to select which pieces of information you want to filter by.

For example, if we want to see only clients that are associated with a particular adviser we can select "Client Advisor" as the filter criteria, and select which adviser we want.

You can add multiple filters to this section for a more complex search if required.

Once we have selected the fields we want to see, and the criteria we want to filter by, we can click the "Generate" button to bring up a list of the matching results. We can see in the results, the report shows all the fields we have selected in the "Field Selection".

If we want to export the results of this report, we can do so by changing the "View Options" dropdown to "Export to Excel" and clicking "Generate" again.