Groups Overview and Access
Groups are used to produce multiple client Reports for Fund Switches and Investment Performance Reports for various categories e.g. Clients, Policies, Funds/Assets…
Ad-hoc groups can be created in the Report Wizard, however defined Groups can speed up the process of producing the following Fastrak Bulk Reports:
Bulk Valuation Report
Bulk Performance Fund Switch Report
Access
Navigate to Setup -> Groups to set these up or speak to your Fastrak office administrator if you cannot access this area.
Raise a support request to enable your Bulk Report widget – once this has been actioned Navigate to the Reports Tab on Fastrak, on the top left select Edit layout. On the top left of this screen select Reset Layout.
When you select the Reports Tab on the Dashboard you will see the following widget.
