Adviser Workstation’s batch reporting feature automates an otherwise time-intensive process.  You can specify the elements to present in the reports, determine when to run the reports, and which clients or groups of clients will receive them.  Adviser Workstation takes care of the rest.  Reports can then be emailed directly to clients, archived, or posted to the Client Web Portal.

To create a batch report, first create a batch template to specify what content you would like included (e.g. Snapshot & X-Ray), illustrated in the below link:

Batch Template

Then create a batch Schedule to determine when the report will run, and who for:

Batch Schedule 1

Batch Schedule 2

A short video of this process can be viewed here

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