IRIS Practice Engine: Reporting for Clients

About this guide

Did you realize how great IRIS Practice Engine is for reporting? If you didn’t before, you will after you’ve read this short introduction to the features. Anything you enter into IRIS Practice Engine, anything you see, can be reported on. James Arthur outlines the details here.

What you’ll learn:

  • How to create great custom reports for clients
  • What you can create reports on
  • The flexibility of formats and exporting reports
  • What Special Portfolios can do for you
  • How the software ties in with Microsoft Power BI
  • How it links with other tools

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