Last updated: 2025-12-02

PDF Reports - Report Packages

PDF Reports - Report Packages

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In this Topic ShowHide)

- Overview

- Report Sets

- Specifying Which Reports Can Be Included in Report Packages

- Creating a Report Package

For Instant Processing

- For Overnight Processing

- Running a Report Package

- Submitting Multiple Jobs for the Same Report Package

- [Reviewing

the Status and Results of a Report Package](#MiniTOCBookMark10)

- Sharing Processed Reports

Sharing Through E-mail

- Sharing Through SmartView for Clients

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Overview

A report package is a way to group and run multiple [PDF

reports](/help/pro/pdf/reports/-/introduction) together. Report packages provide several benefits:

Users do not have to run multiple individual PDF reports manually.

When a report package is run, SmartOffice automatically posts

the generated reports to the Letters/Documents [content

link](/help/pro/tabs/and/content/links) of one or more SmartOffice records (contacts, households,

investment accounts, investment account groups, or investment positions)

specified by the user.

A report package can be configured to run automatically on a

recurring schedule.

A report package can contain reports from different PDF report

categories.

Users who have the [SmartView

for Clients](/help/pro/smartview/for/clients) module can configure SmartOffice to automatically

make the reports visible to their clients. E-mail notifications can

also be set up to alert clients when new reports are available for

them to view.

Report Sets

Before creating a report package, the user should create a report set

containing the records to which the generated reports will be posted.

The user can create sets of contacts, households, investment positions

and investment accounts specifically for use with PDF report packages.

Note: Generally speaking, report sets

are distinct from the regular [SmartOffice

sets](/help/pro/sets/-/introduction) used for correspondence, searches and so on. However, when

creating a report package for overnight processing that is intended

for a set of contacts, the user can also select a regular SmartOffice

contact set. For more information about creating regular contact sets,

see Sets - Creating a Set.

To create a report set:

From the SmartOffice [side

menu](/help/pro/navigation/-/side/menu), select Reports >

PDF Reports to display the

Report Packages List.

Select Menu > Add Report Set to open the Set List

dialog box.

Select Menu > New 'Set' record.

When prompted, select the appropriate set type (account, account

group, contact, household or position).

Enter a name for the set and click the OK

button.

Tag the newly created set in the Set List dialog box and then

select Menu > Add

Set Member to open the Member List dialog box.

Add or remove records from the set using the Menu

> New 'Set' record and

Menu > Delete

'Set' record commands. When adding set members, the user is

prompted to search for the appropriate records.

After searching for and selecting the appropriate records, select

Menu > Close

to close the Set List dialog box.

Specifying Which Reports Can Be Included in Report Packages

For most customers, the PDF reports that are available for inclusion

in report packages are set by SmartOffice and cannot be changed.

In organizations that host their own SmartOffice implementations,

an administrator can control which reports can be included in packages

by signing into the System office and selecting or clearing the Click here to make this report available

for Package Reports option in the report's setup. For more

information, see Report Setup.

Creating a Report Package

SmartOffice features two different types of report packages: those that

are processed instantly and those that are processed overnight.

To be processed instantly, a report package must contain five or fewer

reports. Packages containing more than five reports are processed overnight.

For Instant Processing

From the SmartOffice [side

menu](/help/pro/navigation/-/side/menu), select Reports >

PDF Reports to display the

Report Packages List.

Click the View drop-down

list at the top and then select PDF

List.

(Optional) Change the disclaimers, layout and/or content of

a report in the package by customizing the report's setup. To access

this setup, click the report's name in the PDF List. See [Report

Setup](/help/pro/pdf/reports/-/report/setup) for detailed instructions. For those reports that have report

options, make sure to select the Save

Settings option in the report options dialog box before clicking

the OK button to save the

changes.

In the PDF List, tag up to five reports to include in the report

package.

Select Menu > Select Contact Set to open the Set

List dialog box.

Select the appropriate set.

When the Enter a Package Name

dialog box opens, enter a name for the report package and then click

the OK button. SmartOffice

runs the report package.

For Overnight Processing

From the SmartOffice [side

menu](/help/pro/navigation/-/side/menu), select Reports >

PDF Reports to display the

Report Packages List.

Select Menu > New 'Package' record to open the

Select PDF Report Set Type dialog box.

Note:

The report set types available will vary depending on the SmartOffice

module licenses that the user has. In addition, the set

type selected here determines which records the generated reports

are posted to (see [Reviewing

the Status and Results of a Report Package](/help/pro/pdf/reports/-/report/packages#Reviewing_the_Status_and_Results_of_a_Report_Package)).

Select the appropriate set type for the types of records that

the processed reports will be posted to. The Add Report Package dialog

box opens.

Enter the package name.

Click the Set hyperlink

to search for and select the appropriate set of records to which the

reports will be posted.

Note: If Contact

was selected as the set type in step 2, click the Contact

Set hyperlink in the Add Report Package dialog box to search

for a contact set.

Click the OK button.

SmartOffice automatically opens the package's Detail

& Recurrence [content

link](/help/pro/tabs/and/content/links) and, after a few moments, the PDF Report List dialog box.

Select the reports to be included in the report package by tagging

them in the PDF List.

Click the OK button

to display the report package's Detail

& Recurrence content link.

If the package is to be run on a recurring schedule, select

the appropriate options in the Report Package Recurrence section.

To run the package only once, select the No

Recurrence option.

Select Menu > Save.

Click the Reports in Package

tab to verify that all of the appropriate PDF reports were added to

the package.

(Optional) To add more reports to the package, select Menu > New

'Report' record to display the PDF Report List and select the

appropriate reports.

(Optional) Change the disclaimers, layout and/or content of

a report in the package by customizing the report's setup. To access

this setup, click the report's name. See [Report

Setup](/help/pro/pdf/reports/-/report/setup) for detailed instructions. For those reports that have report

options, make sure to select the Save

Settings option in the report options dialog box before clicking

the OK button to save the

changes.

Click the Report Packages

tab.

Select Menu > Reports > Run

Report Package(s).

Running a Report Package

In addition to running a report package for overnight processing immediately

after creating it, the user can run it later manually.

From the SmartOffice [side

menu](/help/pro/navigation/-/side/menu), select Reports >

PDF Reports to display the

Report Packages List.

Tag one or more report packages.

Select Menu > Reports > Run

Report Package(s).

Submitting Multiple Jobs for the Same Report Package

Users can submit more than one job to the [Job

Queue](/help/pro/job/queue) for the same PDF report package. If a job has already been queued

for a particular report package, queuing another job for that package

displays an alert. The alert notifies the user of the exiting job and

asks for confirmation before submitting the additional job.

Note: The report set associated with

the additional job must be different from the set associated with

the existing job.

Reviewing

the Status and Results of a Report Package

From the SmartOffice [side

menu](/help/pro/navigation/-/side/menu), select Reports >

Processed Reports Log to display

the Processed Packages List.

In the Status column, note the status of each package:

Submitted: The package

is in the queue awaiting processing.

Completed: The package

has been processed.

If the status of a job is Completed, tag that package and then

click the Detail content link

to display the Processed Reports Log.

The Report Name column displays the SmartOffice records to which the

reports were posted.

Click the plus (+) sign next to a record to expand the list

of reports posted to that record.

View a report by clicking its icon in the Open column.

By default, after processing is complete, each report is posted to the

Letters/Documents content link of the appropriate SmartOffice record,

as summarized in the following table.

| Report Set Type

| Reports Posted to These Records’ Letters/Documents

| Account

Each investment account

Primary contact of each account

Household of each primary contact

| Account Group

Each account group

| Contact

Each contact

Household of each contact

| Household

Each household

Contact designated as the head

of each household

| Position

Each investment position

Contact linked to each position

Household linked to each contact

For certain reports in a package, SmartOffice automatically assigns

a document category so that the reports also appear under the appropriate

tabs in the Document List. The following table describes the category

assignments.

| PDF Report Category

| Document List Category

| Contact

| Personal

| Investment, Performance,

Account Master, Transaction or Dollar Weighted Returns

| Investment

| Policy, Group Policy, Pending Case

Report, Holding Statement (By Owner and By Primary Contact)

| Insurance

To quickly remove reports from the Letters/Documents content link:

In the Processed Reports Log, tag the

reports to be removed.

Click the Options

and select Remove

report(s) from Letters/Documents tab.

Once a report package is processed, the reports can be shared by e-mail

or through SmartView for Clients.

From the SmartOffice [side

menu](/help/pro/navigation/-/side/menu), select Reports > Processed Reports Log to display the Processed

Packages List.

Tag one or more packages whose status

is Completed.

Select Menu

> E-mail.

Make sure the E-mail

Tagged Reports To option is selected.

Select the Contact(s)

and/or Primary Advisor(s) options to

specify who receives the reports.

Click the OK

button.

From the SmartOffice [side

menu](/help/pro/navigation/-/side/menu), select Reports >

Processed Reports Log to display

the Processed Packages List.

Tag a package whose status is Completed.

Click the Detail content

link to display the Processed Reports Log.

Click the plus (+) sign next to a record to expand the list

of reports posted to that record.

Tag the reports to be shared with the client.

and select Share with SmartView for Clients.

The reports appear in the Document List in the client's SmartView for

Clients account.

To notify clients by e-mail anytime new reports are available for them

to view, select the E-mail client when

Processed Reports are shared option in [SmartView

for Clients Setup.](/help/pro/smartview/for/clients/setup)

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