Report Center

welcome this video will walk you through

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how to create a report here in incom

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laab from the households homepage

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dashboard here at the top you'll see the

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reports

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tab here you'll see the Creator report

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your downloader reports and your

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templates if you don't already have a

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template you'll need to create a new one

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in order to download a report so we'll

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click the create new button

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here we can rename any template here

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call this a full summary

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you have the global visibility option

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here selecting that will allow any

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members or users on your account to be

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able to use this report as a download

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version you have a search box here if

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you wanted to look specifically into

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particular module we also have some

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general topics here that you can select

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from the sidebar

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here the most commonly used ones are

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short-term income plan long-term income

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plan balance sheet and maybe some Legacy

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tables

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here on page two this will be all tax

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related statistics the total taxes chart

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and

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table and our income details table tend

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to be the most used you'll notice on the

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side here reference materials of inputs

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assumptions and glossery there is an

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option on your firm account to add these

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mandatory on all reports but for now

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we'll go and leave those Sy once you've

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selected the modules that you'd like to

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add into the report go and click next

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here's where you can rearrange the

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order or delete any ones that you don't

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need next let's click preview here's a

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sample Report with sample data not your

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actual household data entered in

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here here we can review the different

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modules that are provided and the charts

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and tables that are are

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included once ready to move forward

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we'll click on the exit at the top

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here and click

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save now your template is available here

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to use going forward for all reports if

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you need to make changes to any of your

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templates the three dot icon at the

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right here you can edit or even delete

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if you want to remove the

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entry next to create a report we'll

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select the household from the dropdown

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select the scenario that you want to

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download and the

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template if you send a client portal

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invite you can allow client access by

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checking this

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box select preview this may take a few

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minutes to download depending on how

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many modules you have

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selected once the report is downloaded

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you can scroll down to see the pages

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that are included in the

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report

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this will be your actual data when you

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download the

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report these are interactive so you can

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click off of any of these that you don't

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want to see if you wanted to model a

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specific

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chart create and

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save now we'll see a summary report here

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in your downloads

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and here you'll see a downloader report

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of that

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household click the three dot icon if

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you'd like to regenerate allow client

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access download or

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delete if you'd like to download a life

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Hub report we recommend doing that

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directly through life Hub there's a

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quick tutorial in our help center if you

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ever need it to

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reference in our help center you'll see

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a quick tutorial on how to download

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snapshots and PDF reports in life

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Hub we hope this helps thank you for

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watching this video please reach out to

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our support if you have any

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questions