Why use the Reporting Only Account Import?

• Update, Add, and Remove Reporting Only Accounts in bulk and with ease.

• See a portion or an entire account in a household it is not held in.

 

Common Uses for Reporting Only Accounts

A husband wants to see his wife's accounts without them being in his household.

Parents want to see their children's accounts without being in the same household.

 

 

 

 

 

What is the Reporting Only Account Import?

• Reporting Only Accounts show a percentage of an account that is within a different household. 

• Adding a Reporting Only Account will have the account show on Reports, the Client Portal, and in the households chosen.

 

Reference Overview of the Reporting Only Accounts Feature and Partial Ownership for more information on editing privileges.

 

Please Note: To use the Reporting Only Account Import, the following privilege must be enabled for your role within the Manage Users app .

• Reporting Only Account Import(Actions > Custom Imports)

 

Review Manage Users: Roles and Privileges for more information on editing privileges.

 

 

 

 

 

How to Complete and Process the Import Template

For detailed instructions on how to download, process, and troubleshoot a custom import, review the New Custom Imports Tool section of How-To and Overview: Custom Imports. Review the import guide below for examples and explanations on how to best fill out the template.

 

 

Reporting Only Account Import Guide

 

 

To download the import as an Excel file, click the   button from the preview page within the link.

 

Troubleshooting Error Messages

This spreadsheet also includes a troubleshooting sheet that explains error messages and how to resolve each message. 

• Please Note: The import will not apply if a row has an error message. If there is a warning message, the import applies, but it is BEST PRACTICE to review the warning before processing the import.