In this how-to guide, we use a hypothetical example to detail where all the information in the [Name of Report] is gathered. This will show you precisely where each piece of information is gathered within SIPS before it is compiled into the final document.
To learn more about reports see articles:
Step 1: Cover Page Report: The cover page will show who the report was prepared for, the date it was generated, the preparer, and the company logo.
Step 2: Cover Page Information in SIPS: This information is gathered from the client’s name, the preparer, and the company logo being used.
Step 3: Client Details Report Page: This report page automatically shows the client's information, incomes, and assets.
Step 4: Client Details in SIPS: This information is automatically pulled from the Client Dashboard's Client Information, Incomes, and Assets pages.
Step 5: Cash Flow and Inc Taxes Report Page: TThis report page automatically displays data for Cash Flow and Income Taxes.
Step 6: Cash Flow and Inc Tax in SIPS: This information is automatically pulled from the Cash Flow and Tax Advisor page.
Step 7: Asset Allocation and Net Worth Report Page: This report page automatically displays the pie chart from the Asset Allocation and Net Worth page.
Step 8: Asset Allocation and Net Worth in SIPS: This information on this page is automatically pulled from the Asset Allocation and Net Worth page.
Step 9: Structured Income Plan Report Page:This report page automatically shows whichever scenario is displayed on the Structured Income Planning Page.
Step 10: Structured Income Planning Page in SIPS: This information on this page is automatically pulled from the Structured Income Planning page.
Step 11: Structured Income Plan Graphs Report Page: This report page automatically shows the graphs.
Step 12: Graphs in SIPS: This information on this page is automatically pulled from the Graph page.
Step 13: Summary or Recommendations Reports Page: This report page automatically shows the summary of recommendations that are being displayed.
Step 14: Recommendations in SIPS: This information on this page is automatically pulled from the Recommendations page.
Step 15: Goals Report Page: This report page automatically shows the Goals and Objectives page.
Step 16: Goals and Objectives in SIPS: This information on this page is automatically pulled from the Goals and Objective page.
Step 17: Notes Report Page: This report page automatically shows the advisor notes page that are being displayed.
Step 18: Advisor Notes in SIPS: This information on this page is automatically pulled from the advisor notes page.
Step 19: Use Page 2 of the Income Plan Report Page: This page includes all the Assumptions, Criteria and Methodology, and Limitations and Risks in the report.
Step 20: Disclosure in SIPS: This information is automatically pulled from the Disclosures page.
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