Reports
- Mercedes Rothwell
Reports compile data from multiple records into a single table to make it easy to view and process the information. Tracker BI has five reports associated with it, all of which are displayed in the image on the right. Field Reps can only access data related to their rep code, however, Admins can access all available data. You access reports by navigating to Administration>Reports and selecting Tracker BI.
Missing Reports: If you do not see the listed reports in the reports section, request assistance from your firm's report administrator.
Available Reports for Tracker BI
View All Options per Parameter
To view all results of a particular parameter, select the asterisk at the top of the list.
Asterisk List Option
Select Multiple Options per Parameter
You can select multiple options of a single parameter by holding down the Ctrl button in windows or the Command key on a Mac.
Selecting Multiple Options
Export Results
You can export the results of your search in Excel or CSV format by clicking the links at the bottom of the screen.
Export CSV and Excel Links
Scheduled Reports: You can schedule regular exports of to an email or set it to create downloadable files for you.
Disclosures Sent Report
This report allows you to view disclosures sent within a specific time frame and using a specific delivery method. For Tracker BI specific disclosures, select RegBI CRS Form.
Disclosures Sent Report Parameters
It displays the following information:
Document ID/Type
Form Name
Work Item ID/ Date
Request Type
Rep Code
Rep First/ Last Name
Client First/Last Name
Client Entity Name
SSN Masked
Delivery Date/ Method
Example Disclosure Sent Report
Electronic Consent
This report allows you to view electronic consent statuses for multiple clients. You can search by status and client type. In addition, you can search for consent reviewed during a specific time frame.
Electronic Consent Report Parameters
It displays the following information:
Rep Code
Rep First/Last Name
Client Type
Client First/Last Name
Client Entity Name
SSM Masked
Consent Review Status
Review Timestamp
Example Disclosure Sent Report
Tracker BI Pending Mail Delivery Report
This report displays all the disclosures that are waiting to be sent via mail.
Tracker BI Pending Mail Delivery Report Parameters
It displays the following information:
Work Item ID/Date
Task Creation Date
Request Type
Task Name
Client First/Last Name
Client Address
Client Email
Tracker BI Work Items
This report allows you to see Work Items created with the Tracker BI app within a specific time frame. You can also narrow it by delivery method or view all items.
Tracker BI Work Items Report Parameters
It displays the following information:
Work Item ID
Work Item Creation Date
Request Type
Rep Code
Rep First/Last Name
Client First/Last Name
Client Entity Name
SSN Masked
Delivery Date/Method
Tracker BI Work Items
Tracker BI Work Items w/Client Discussion Details
This report allows you to see Work Items and the associated client discussion details created with the Tracker BI app within a specific time frame. You can also narrow it by delivery method or view all items.
Tracker BI Work Items w/Client Discussion Details Report Parameters
It displays the following information:
Work Item ID
Work Item Creation Date
Request Type
Rep Code
Rep First/Last Name
Client First/Last Name
Client Entity Name
SSN Masked
Delivery Date/Method
Client Discussion Answers (when available)
Example Client Discussion Details Report