Overview

Visible to Client in Orion Client Portal = Available to Integration Partners!

After running a batch of reports in Orion, update the Viewable By setting within the Report Batch to Household in order to upload the reports to the Orion Client Portal. Updating this setting will also grant your integration partner(s) access to the report so that it can be made available within their portal as well. eMoney and Wealth Access are the current integrations that support this functionality. 

 

How to Update the Viewable By Setting For All Reports

• Navigate to the Reporting app , Report Batches tab 
• Double-click on the applicable batch to open it

• Click on Actions and select Change Viewable Setting for All Generated

• Click the Household option and select OK

• All reports will instantly be visible in the Orion Client Portal and will be made available to your integration partner

 

eMoney

• After updating the Viewable By setting, the report will automatically be visible within the eMoney portal and no additional action is needed.

• Please note, when you are logged into eMoney, you will see a copy of all reports that you have access to in Orion.

• eMoney does not store a copy of the reports and a link is listed for each report that will download a copy directly from Orion.

• To remove reports from eMoney, simply update the Viewable By setting for the report from Household to Advisor. 

Wealth Access

After updating the Viewable By setting, you will need to import the documents while in Wealth Access, as shown in the image on the right. Please contact Wealth Access for more information on how to accomplish this.  Wealth Access will store a copy of each report since you imported them into the system.  To remove reports from Wealth Access, you will need to manually delete the reports from the system.

For questions on how integration partners display reports, please reach out to the SME Integrations Team.

1227-OAT-04/09/2021