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TRANSCRIPT
Proprietary and Confidential
Ongoing Education Class
To join the audio portion of the session call the # provided on your registration confirmation
ORListen through your computer’s speaker system (VoIP)
Grids and Searching in Junxure: Getting the Most from Your Client Data
Presented by: Billy Rueckert
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Interact with Us During the Session
Download the Presentation Materials
Click the Chat Bubble to Type Your Question
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Searching Tools Reporting Tools
The Who & the What
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Todays Topics
• Why do I need to use Grid Templates?
• Grid Filters
• Building Grid Templates
• Quick and Advanced Searching
• Report Assistant
• Pre-Built Reports
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Reporting Tools – For the “What”
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Grids
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Grids
Export to Excel
Save as Template
Load Saved Template
Field/Column Chooser
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Grids
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Grids
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Grids
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Building Grid Templates
1. Select your columns
2. Reorder your columns
3. Apply filters if needed
4. Save it as a template
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Suggested Record Templates
By Advisor By CSR
Data Check Contact Info
Compliance Related AUM Based
Default Office View Notice Filing
Referrals Suitability
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Suggested Action Templates
Date Entered Pending Actions - All
Pending Actions – Assigned to Pending Actions – Per Client
Pending Actions – By Advisor Compliance Based
Print View By Category
By Type Firm Default
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Think outside the box! My Pending Actions – By
PriorityMy Pending Actions – By Start
Date
Alerts – Action Assigned Alerts – FYI’s
Assets – By Asset TypeAssets – By Financial Account
Type
Record Actions - Pending Record Actions – By Type
Record Actions – Last meeting (based on the ‘type’ of
meeting)
Advanced Searches – By Type of Category
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Searching Tools – For the “who"
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Searching Tools – For the “who"
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And
Or
Quick Search - Logic
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Searching Tools – For the “who"
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Where will my information be displayed
Advanced Search
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Content area cards
Advanced Search
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Expanding content area cards reveals the list of fields in that area
Advanced Search
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Display for fields that
contain a list of items
Advanced Search
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Display for fields that are single
data points
Advanced Search
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Advanced Search
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Suggested Searches
Communication lists Clients of Advisors
Compliance Related Asset Based
Action Based Business Development
Event Related All Classifications
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Report Assistant the who & the what come together
1. Type kind of information needed? 2. “Who” do you want information about?3. “What” information do you need?4. How do you want it displayed?
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Report Assistant
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Report Assistant
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Report AssistantWho
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Report AssistantWhat
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Report Assistant
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Report Assistant
Grid Functionality
Reporting – What to use
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Impactful Pre-Built Reports - Global
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Pre-Built Reports – Birthday Calendar
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Pre-Built Reports – Birthday Calendar
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Pre-Built Reports – Service Monitor
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Pre-Built Reports – Record Relationships
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Impactful Pre-Built Reports - Record
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Pre-Built Reports – Record Summary
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Additional Support
Contact Us!
Admin Team
1-866-586-9873 Opt 3M-F 9:00 – 6:00 ET
Technical Support1-866-586-9873 Opt 1
M-Th 9:00 – 8:00 ETF 9:00 – 6:00 ET
