Goal
- Refresh the look and feel of reports so that they are easier to read and consume by Clients
- Add more flexibility to reports to give Advisors more control over the narrative they create to review reports with their clients.
- Ensure data in reports are available in dashboards and vice-versa
Use Cases
- As an Advisor who uses Reports as a communication tool with Clients:
- I want the reports to be easily read and understood so I can spend less time explaining how to read the reports and more time discussing what is important to my clients.
- I want the ability to customize the reports so that I can direct client conversations to what is most relevant and pertinent to my clients
Capabilities
- Reports with refreshed look and feel (optimized data density, improved visualization of data)
- Additional options for report customization
- Updating reports to have information presented on dashboard available as components of reports
- Updating dashboard UI to have information presented in reports available in widgets on dashboards