Reporting

The Reporting app is one of the multifunctional tools found within Orion. You can conduct actions such as running a one-off report for a particular account, complete comprehensive report batches for billing purposes and establish a recurring delivery of said reports to clients on a scheduled basis. Advisors are also capable of creating their own custom reports with control over all aspects of the report.

If you would like to build a new report we recommend reviewing the Orion Templates from the top of the main Reports screen. These will give you an idea of what Orion can display on your reports. If you would like assistance with building a custom report please reach out to us at orion@xyinvestmentsolutions.com.