#32 Basic Report Designer

Dec 18, 2015

Did you know that Advisors Assistant comes with a Basic Report Designer? The Advisors Assistant Basic Report Designer allows you to create and modify custom reports or even copy and modify fields on existing basic reports. This feature is accessible only by users who have rights to add and modify basic reports.

To get to the Basic Report Designer, click on the Admin Menu at the top of your screen and choose Maintain Reports. From this screen you’ll be able to see which reports are editable. Only the Basic Reports are editable.

To create a new report, click on the Add Button from the Report Maintenance Screen. To edit an existing customized report, click on the Modify Button. If you just want to change a few fields on an existing basic report, you’ll want to click on the Copy Button to copy a basic report and change some of the fields.


You may want to begin by adding just a few fields and running the report on one client to confirm the layout is correct. Then, when you have the report pretty well designed, you can start using the Selection Report Criteria to see more information on the report. When you’re finished, Click OK to save the report back into the SQL Database and then click Exit so you can run the report.

This is a very powerful screen, and we have included a terrific 9-minute video when you click on the Help Button at the bottom right of the screen. This video will help familiarize you with the Basic Report Designer’s many capabilities.

This way, if you don’t find the ideal report in the hundreds of pre-designed Advisors Assistant reports, you can still create the perfect report for your office!

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