Last updated: 2025-12-02
PDF Reports - List of PDF Reports
PDF Reports - List of PDF Reports
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- Overview
- Advisor
- Contact
- Holding Statement – By Owner
- Holding Statement – By Primary Contact
- Policy
Overview
This topic lists all of the [PDF
reports](/help/pro/pdf/reports/-/introduction) included with SmartOffice.
Tip: The content and layout of some
PDF reports can be customized when the reports are run (see [Running
PDF Reports](/help/pro/pdf/reports/-/running/pdf/reports)). Users who require more extensive customization can
contact SmartOffice Sales at (800) 777-9188
for pricing and other information regarding custom PDF reports.
Viewing the PDF Report List
-
From the SmartOffice [side
menu](/help/pro/navigation/-/side/menu), select Reports >
PDF Reports to open the Report
Packages list.
-
From the View drop-down
list at the top, select PDF List.
List of Reports by Category
PDF reports are organized into categories that correspond to SmartOffice
modules. A user can access only those PDF reports included with the SmartOffice
modules that the user has access to.
For detailed descriptions of reports in the Investment, Transaction,
Account Master, Performance and Holding Statement categories, see [SmartInvestments
- Reports](/help/pro/smartinvestments/-/investment/reports) and the [SmartInvestments
Sample Reports](/api/assets/view/4854f51c-545d-456d-b564-2d810ff9fc81) guide.
Account Master
Report
Name
File Path
Run-Time
Options
Account
Detail
contact/investment/accountmaster/AcctDetail.jsp
Yes
Account
Detail w/out Loan Info
contact/investment/accountmaster/AcctDetailWithoutLoanInfo.jsp
Yes
Account
Summary
contact/investment/accountmaster/AcctSummary.jsp
Yes
Summary
of Accounts
contact/investment/accountmaster/SumOfAcct.jsp
Yes
Advisor
Report
Name
File Path
Run-Time
Options
Advisor
Contracts by Agency
contact/agent/agentcontractbyagency.jsp
No
Advisor
Contracts by Carrier
contact/agent/agentcontractbycarrier.jsp
No
Contact
Report
Name
File Path
Run-Time
Options
Business
Detail
contact/BusDetail.jsp
No
Client
Detail
contact/ClientDetail.jsp
No
Phone
List
contact/phonelist.jsp
No
Commission
Report
Name
File Path
Run-Time
Options
| Commission Production Summary
contact/commission/commProdSum.jsp
Yes
| Expected Commission Report
contact/commission/expctCommForeCastReport.jsp
Yes
Commission
Rates
contact/commission/commRateRpt/commissionRateRpt.jsp
Yes
Group Policy
Report
Name
File Path
Run-Time
Options
Group
Policy Summary
contact/grouppolicy/GrpPolicySum.jsp
Yes
Group
Policy Plan Premium and Benefit Data
contact/grouppolicy/GrpPolicyPlanPremBenefitData.jsp
Yes
Group
Policy Detail and Plan Premium Information
contact/grouppolicy/GrpPolicyDetailPlanPrem.jsp
Yes
Group
Policy Detail Information with Participant List
contact/grouppolicy/GrpPolicyParticipation.jsp
Yes
Holding Statement – By Owner
Report
Name
File Path
Run-Time
Options
Holding
Statement - By Owner
contact/holdingstatment/holdstatbyowner.jsp
Yes
Holding Statement – By Primary Contact
Report
Name
File Path
Run-Time
Options
Holding
Statement - By Primary Contact
contact/holdingstatment/holdstatbyprimcontact.jsp
Yes
Holding
Statement with Liabilities
contact/holdingstatment/holdstatprimcontactowner.jsp
Yes
Investment
Report
Name
File Path
Run-Time
Options
Asset
Allocation
contact/investment/asset.jsp
Yes
Asset
Allocation - Target vs. Actual
contact/investment/AssetAllocationWithAsOfDate.jsp
Yes
Balance
Sheet - Bank Format
contact/investment/balancesheet.jsp
Yes
Balance
Sheet - Investment Format
contact/investment/balancesheetinv.jsp
Yes
Balance
Sheet - Investment Format Summary
contact/investment/balancesheetinvsum.jsp
Yes
Change
in Investment Value
contact/investment/InvValueReport.jsp
Yes
Investment
Position Summary
contact/investment/invPositionSum.jsp
Yes
Investment
Summary with Interest Rate
contact/investment/invSumwithInterestRate.jsp
Yes
Investment
Summary with Liquidated Positions
contact/investment/positionSummaryWithLiquidated.jsp
Yes
Investment
Summary with Maturity Date
contact/investment/positions.jsp
Yes
Investment
Summary with Purchase Date
contact/investment/invSumWithPurchaseDate.jsp
Yes
Investment
Summary with Purchase Date w/o Gain/Loss %
contact/investment/invSumWithoutGainLossPerCol.jsp
Yes
Position
Summary
contact/investment/conpossum.jsp
Yes
Position
Summary w/out Loan Info
contact/investment/conpossumWithoutLoanWithMaturity.jsp
Yes
Management
Report
Name
File Path
Run-Time
Options
Case
Manager Report
contact/pcm/AdvisorOfficePCM/agentCaseMgr.jsp
Yes
Advisor
Detail Report
contact/pcm/AdvisorOfficePCM/agentDetail.jsp
Yes
Top
10 Advisors with Cases Report
contact/pcm/AdvisorOfficePCM/agentTop10.jsp
Yes
Cases
with Outstanding APS Requirements
contact/pcm/AdvisorOfficePCM/agentAPSRequirement.jsp
Yes
Pending Case
Report
Name
File Path
Run-Time
Options
Pending
Case Detail
contact/pcm/pcmdetail.jsp
Yes
Pending
Case Summary
contact/pcm/pcmsum.jsp
Yes
Policy
Delivery Instruction
contact/pcm/pcmDeliveryInstructions.jsp
Yes
Cases
Requiring Follow-Up
contact/pcm/pcmFollowup.jsp
Yes
Cases
Pending Delivery
contact/pcm/pcmCasesPendingDelivery.jsp
Yes
Submitted
and Paid Pending Case Detail
contact/pcm/pcmSubmittedPaidDetail.jsp
Yes
Submitted
and Paid Pending Case
contact/pcm/pcmSubmittedPaidSum.jsp
Yes
Pending
Case Status Report
contact/pcm/pcmPendStatus.jsp
Yes
Periodic
Written Business by Line of Business
contact/pcm/pcmPeriodicWritten.jsp
Yes
Policy
Statistic
contact/pcm/pcmStatistic.jsp
Yes
Last
Requirement Received
contact/pcm/pcmManager.jsp
Yes
Cases
with Outstanding Requirements
contact/pcm/pcmOutstandingReq.jsp
Yes
Cases
with Outstanding Requirements - Detail
contact/pcm/pcmOutstandingReqDetail.jsp
Yes
Cases
in Underwriting
contact/pcm/pcmCasesInUnderwriting.jsp
Yes
Performance
Report
Name
File Path
Run-Time
Options
Annualized
Return Report
contact/investment/performance/AnnualizedRet.jsp
Yes
Investment
Performance Summary
contact/investment/performance/investmentPerfSum.jsp
Yes
Performance
Summary of Accounts
contact/investment/performance/PerfAcctSum.jsp
Yes
Performance
Summary
contact/investment/performance/PerfSum.jsp
Yes
Performance
Valuation Summary
contact/investment/performance/PerfValSum.jsp
Yes
Performance
Report
contact/investment/performance/PortPerfReport.jsp
Yes
Performance
Period-to-Date
contact/investment/performance/PeriodToDate.jsp
Yes
Top
10 Holdings
contact/investment/performance/top10Holding.jsp
Yes
Yearly
Review
contact/investment/performance/yearlyReview.jsp
Yes
Policy
Report
Name
File Path
Run-Time
Options
Policy
Audit
contact/policy/PolicyAudit.jsp
Yes
Policy
Detail
contact/policy/policydetail/policydetail.jsp
Yes
Policy
Summary
contact/policy/policysum.jsp
Yes
Premium
Payment Schedule
contact/policy/PremPaySch.jsp
Yes
Transaction
Report
Name
File Path
Run-Time
Options
Client
Transaction Report
contact/transaction/transactionreport.jsp
Yes
Daily
Blotter
contact/transaction/dailyblotter.jsp
Yes
Daily
Blotter with Total
contact/transaction/dailyBolterWithTotal.jsp
Yes
Transactions
by Security
contact/transaction/transactionreportwithacc.jsp
Yes