Do you want to see a "One Pager" about a client's Relationship before the client's meeting? Has an Advisor asked you for a printed sheet about a Relationship, and you've had to piece together information from the Relationship record?
Now you don't have to! We have created a Relationship Summary Report that shows you key points about a single Relationship, and you can export this information into many different formats, including Excel, Word, PowerPoint, or even PDF.
How to Run the Relationship Summary Report
It is pretty simple to run this report, you simply need to open a single Relationship and then choose this report from the ribbon:
What's included on the Report?
Header
The header contains the Relationship Name for each page.
General Information
What's Included:
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Primary Contact
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Secondary Contact
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Total Market Value
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Start Date
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Age (Relationship Age)
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RM (Relationship Manager)
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Last Email
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Last Conversation
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Last Review
Relationship Members
Relationship Members grid includes any Active contacts related directly to the Relationship.
What's Included:
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Name (Full Name)
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Birthday
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Age
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Email
Connections
Connections grid includes any Active connections related to the Relationship. If there are no Connections related to the Relationship, this section will not appear.
What's Included:
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Connected to (related record ex. Contact)
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Relationship (related to role)
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Comments
Open Opportunities
Open Opportunities grid includes any Open opportunities related to the Relationship. If there are no Opportunities related to the Relationship, this section will not appear.
What's Included:
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Topic
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Pipeline Phase
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Est. Close Date
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Projected Investment
Important Information
Important Information grid includes any Active important information records related to the Relationship. If there are no Import Information records related to the Relationship, this section will not appear.
What's Included:
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Date
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Subject
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Description
Activities
Activities grid includes any Activities related to the Relationship that meet the following conditions:
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Status equals Open and Activity Type does not equal ‘Opportunity Close’
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Activity Status equals Completed and Actual End is within the last 12 months and Activity Type does not equal ‘Opportunity Close’
If there are no Activities related to the Relationship, this section will not appear.
What's Included:
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Date (Actual End)
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Type (Activity Type)
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Status (Activity Status)
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Subject
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Description
Note: Email activity types have the HTML parsed out of the description field for ease of reading
Footer
The footer of the report include the date the report was run in the local time zone, and page numbers.
Notes About the Report
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The report has a basic look and feel. It is meant to be an internal report and not client facing.
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You can access this Report when you are viewing a single Relationship Record.
- This Report is currently not available on any other Entity.
- This Report is not editable by default. If you would like to make changes, you will need to enter a request to the Professional Services team.
