Overview
Report Outputs
Field Definitions
- Search for Reports
- Group Reports
- Filter By Columns
- Show or Hide Messages
- Designate a Favorite Report
- Run a Report
- Create a Report
- Edit a Report
- Delete a Report
- Share a Report
- Schedule a Report
- View Historical Reports
- Subscribe to an Alert
- View Data Definitions
- Export a Report
As a report user, your available reports display based on your user entitlements. Reports are either "Shared" or "Personal." Shared reports are provided to your firm by Fidelity. You can view and edit Shared reports, although you cannot save or delete Shared reports. You can, however, save a copy of a Shared report, which makes it a Personal report. (Save a Personal Copy of a Report)
Tabs at the top of the window help you to organize your reports:
Reports on both tabs list in alphabetical order by report name. Sort the list by selecting a different column heading. An icon next to a report name indicates whether you will be "prompted" to modify some criteria and settings before the report runs. A prompted report can be a Shared or Personal report. (Run a Prompted Report)
Locate a specific report or related reports using just the report name. This search feature returns results that contain the characters that you enter.
To search for a report
Select Reports & Alerts > Reports.
At the top of the window, in the Report Name field, enter at least one character of the report name.
- The list filters to show just matching report names.
- A message displays if there are no matches.
Go to: Run a Report
Grouping enables you to organize reports into pre-defined groups, and then expand or collapse groups as needed. Use this feature to consolidate your list of reports into manageable groups.
To group reports
From Group By, select an option:
None (Default)
Category
Type
Output
- The number of reports by group displays next to each group heading.
Note
To set a default method for grouping results, select the Group By Options icon, then
select Set as Default.
To expand or collapse all groups, select the ellipses (...) link, and choose Expand All or Collapse All.
or
To expand or collapse a single group, select its + or – button.
Filter your list of reports using features found in the column headers. Hover over the right portion of a header to display a menu icon. Selecting this icon displays filtering criteria available for a column. By default, Select All is chosen, but you can choose the criteria you want. A funnel icon then displays in the header to indicate filtering is applied. To remove filtering, select the menu icon again and choose Clear.
Except for Report Name and Menu, filtering is available for all columns on the Reports window.
To filter by columns
Hover over the right portion of a column header.
- A menu icon displays.
Select the menu icon to display filter criteria for the column.
- By default, all filters are selected.
Choose your filter criteria:
- Clear each check box you don't want as a filter or clear Select All.
- Select each check box you do want as a filter.
- The list adjusts to display matching results.
- A funnel in the header shows filtering is applied.
- Continue choosing filters from other columns, if needed.
To clear a filter
In a column header with the funnel, select the menu icon.
Select Clear.
- This resets the column so no filters are applied.
- Repeat these steps to remove filters from other columns, if needed.
A bell icon appears at the top-right of most Reports windows when system messages are available. Messages then display at the top of the window.
To hide messages
Select the bell icon.
- Messages are temporarily hidden.
To show hidden messages
Select the bell icon.
- Hidden messages redisplay.
- To dismiss a message, select x.
Designating a report as a favorite creates a link to the report on the Favorites tab while still maintaining the report on the All Reports tab. The same features are available on both tabs. Any changes made to the report on one tab are applied to the report on the other tab.
By consolidating your favorite reports in one place, you can quickly retrieve them. You may also access your favorite reports from elsewhere in Wealthscape such as from Account Search and Account Cartridge. On the menus accessible from those functions, select Reports > Favorites to run a favorite report specifically for the current account in context.
Note
You cannot designate FTP reports and Historical reports as favorite reports.
To designate a favorite
Hover over a report name and select the hollow star icon adjacent to it.
- A solid star displays next to the report.
- The report is added to the Favorites tab.
To remove a favorite
Select the solid star icon adjacent to a report name.
- The star icon no longer displays.
- The report is removed from the Favorites tab.
Reports reflect data as of the close of the previous business day when information exists that satisfies the report criteria. To view or run a report prior to completion of the overnight cycle may produce a message prompting you to acknowledge that the most recent data is not being viewed. The as of date on the report indicates the timeliness of the data.
To run a report
Select a report name.
or
Select the arrow next to a report to display a menu, and choose View.
- The report opens in the output specified. (Report Outputs)
- If a prompted report, you can modify criteria. (Run a Prompted Report)
If entitled, you can delete a Personal report. Deleting a Personal report also deletes any historical versions of the report. (View Historical Reports)
To delete a Personal report
Choose Delete.
- A message prompts you to confirm the deletion.
Select Delete Report.
Schedule a Personal report to run according to a defined frequency. Available frequencies include variations of daily, weekly, monthly, quarterly, and annually.
When you schedule a report, historical versions of the report are accumulated. In addition, you can subscribe to receive an alert when the scheduled reports runs. On the Reports window, view the frequency a scheduled report is to run in the Schedule column. (View Historical Reports)
If you unschedule a report, alert subscriptions for the report are removed and historical versions are no longer accumulated.
Note
You cannot schedule a prompted report or an interactive online report.
To schedule or unschedule a report
Select the arrow next to a Personal report to display a menu.
Choose Edit.
At the top of the window, select the gear (Sort, Schedule, Alert & Settings) icon:
- From the Schedule drop-down list, choose a schedule.
To subscribe to an alert for the scheduled report, from Alert:
- Select Subscribe.
- Choose delivery options.
- If you entered addresses on Alert Manager, the addresses display here.
- Select up to three addresses and/or send alerts to Notifications.
- To add email addresses, go to Alert Manager. (Edit Delivery Options)
Select Apply.
Scheduled reports accumulate an historical version each time they run and if information exists to populate the report. You can continue to access historical versions of a scheduled Personal report for up to seven years from the initial run date. (Schedule a Report)
Accessing historical versions that are no longer associated with an active report is a bit different. For example, if a Personal report becomes unscheduled, is deleted, or becomes a prompted report.
Note
Historical versions are not available for Shared reports. Additionally, account-level information is not accessible from an historical online report.
To view historical versions of an active report
Select the arrow next to a scheduled Personal report to display a menu.
Select View Historical Versions.
- The 15 most recent dates with information display.
To view historical versions of an inactive reports
At the top of the Reports window, select Include Historical Reports.
- Historical reports display Historical in the Type column.
- Follow the steps to view historical versions of an active report.
If entitled, subscribe to be alerted when a scheduled Personal report runs. The alert is sent only if the report criteria are satisfied. In addition to viewing alerts on Wealthscape Alert Manager, choose to have alerts delivered to up to three email addresses and to Wealthscape Notifications.
The delivered alert contains the name of the report, the number of rows of information, and a link that opens the report. You may also manage these alerts on Alert Manager.
Guidelines
To subscribe to an alert
Select the arrow next to a scheduled report to display a menu.
Choose Manage Alert.
Note
You may also subscribe to the alert when scheduling the report or editing the report. (Schedule a Report)
Select the Subscribe check box.
- To unsubscribe, clear the Subscribe check box.
Indicate how you want the alert delivered:
Notifications
Deliver the alert to Notifications. (View Notifications)
Email 1-3
Deliver the alert to up to three email addresses, if these were previously added.
Note
Add and edit email addresses for alerts on Alert Manager. (Edit Delivery Options)
If entitled, export the contents of a report using an available report output.
To export a report
Select the arrow next to a report to display a menu.
Choose Export.
Select the report output:
Interactive Online
Excel
CSV
Text
PDF
Output indicates in what file format the report displays when run. Choose an output when creating or editing a report. After the report is run, depending on the output, select Report Filter Criteria to view the criteria used to generate the report.
| Output | Description |
|---|---|
| Online | The report opens in a new window. If account numbers are included in the data, links to account-related Wealthscape windows are available from the report. |
| Interactive Online | The report opens in a new window. If account numbers are included in the data, links to account-related Wealthscape windows are available from the report. Depending on your browser, advanced reporting tools to filter and display the report are also available. |
| Excel | The report opens in Microsoft® Excel®. |
| CSV | The report is created as a CSV file and opens by default in Microsoft Excel. |
| Text | The report is created as a TXT file and opens by default in Notepad. |
The report opens in Adobe Acrobat. The PDF file uses the settings defined on the Edit Report window. (Format the PDF) Note
|
| Field | Definition |
|---|---|
| Report Name | The name of the report. If the full name does not display, hover over the report name to display its full name.
|
| Category | The category with which the report is associated. |
| Subject Area | The subject area or topic for the report. This determines which criteria and columns can be selected for a report. |
| Type | The type of report: Personal
|
| Alert | The type of alert assigned to the report: No icon
|
| Schedule | The frequency the scheduled report is set to run, if applicable: None Not scheduled
|
| Last Updated | The date the report was last saved in DD-Mmm-YYYY format. |
| FTP | If entitled; a check mark indicates whether an FTP report is linked to the report. (FTP Reports) |
| Output | The file format of the generated report. (Report Outputs) |
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