How to create a report summarizing historical income

Through Blueleaf's custom reporting feature, you can create a report that shows the total dividends and interest paid during the reporting period.

Note: "% Yield" shown on the report is an annualized measure of total income as a percentage of total account value

1. Start by searching for a household, then click on the Reports tab.

   

   
   

2. If you haven't created a report template before, you can start from scratch by selecting "create new template". If you have an existing report template, you can select it here and modify it. 

   
   

   

   
   

3. Add the "Historical Income" report module. You can also drag and drop other report modules as you see fit.

   

   
   

4. Clicking "display options" gives you a choice to include or exclude individual transaction details in the report.

   

   

   
   

5. Lastly, you can save the report template for later use by clicking "save template". To generate the report, click "preview & create report".

   

It's also easy to generate this report across multiple clients, instead of a single client. Below are some articles to help you get started:

• Manage Report Templates
• Generate Reports Across Multiple Clients