What will it look like for partners?
Partner Access only provides visibility of analytics and reports based on the partner's own data.
Analytics
Choosing between Production Overview or Client Demographics
The partner's analytics is fully interactive and comprehensive.
Reports
Choosing between preset reports:
Note: here is an article to understand the difference between Production and Allocation.
💡 If your information doesn't look quite right, please click "Enable Editing" at the top of your Excel report.
What information will the Reports & Analytics be based on?
Production and Client Demographics
Linked, allocated and finalized statements
Allocation
Allocated and finalized statements