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Reporting

  • Display Individual Benchmarks on Client Reports
  • Report Center: Manage Report Templates
  • How do I schedule an Automated Information Delivery?
  • Report Center: Generate Reports Across Multiple Clients
  • How to Create a .pdf (Static) Report
  • Uploading Files to Document Vault
  • How to create a performance report including multiple time periods
  • Report Center: Personalize Your Intro Message
  • How to Configure the Header and Cover Page in PDF Reports
  • Troubleshooting Printed Reports coming out Black and White
  • Create a customized PDF report
  • How to add a performance graph to the PDF report
  • Add a custom title and commentary to reports
  • How to create a printer friendly report

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  • Advisors
  • Custom Allocations
  • Held-Away Accounts
  • Integrations
  • Mobile App
  • Reporting
  • Settings & Branding
  • Blueleaf Billing
  • Client
  • WealthGuard
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