Advisor customers on Ethos can create custom Impact Reports to use with clients or their internal team.

1. Navigate to reports

Use the left-hand navigation bar to select Reports > Reports and select the "+ Report" button.

Or from the home screen select "+ Create a report" and select the report subtype you are looking for.

2. Select report subtype

Select the sub-type of report you'd like to create. Client reports include:

An Impact Assessment report is intended for an initial conversation with a lead or client after they take an Impact Assessment. It includes information about the lead or client's Impact Assessment results and causes.

A Portfolio Analysis report is intended to assess the impact of a lead or client's current portfolio on the causes they care about. You'll need either statements from a lead, a client's current portfolio information, or a general idea of the assets held by a lead or client.

A Portfolio Comparison report is intended to assess the impact of any changes you're proposing to a lead or client's portfolio.

You can also select any Custom Report Template that you have created.

You can create as many reports of any type as you'd like.

4. Set report options

Set report options, including report text and the sections you'd like to include. This lets you control the information you want to share with a client or lead.

Drag and drop sections to re-order, set to include/exclude, and click the down arrow to see more information about the section.

In order to use the Featured Metrics section, expand the section and select the metrics you want to include.

5. Use your report

Your report is ready to use. You can share it with clients or leads using the "Report link" at bottom, by creating a PDF with the PDF button at bottom, or by discussing with them live. Reach out to us at support@ethosesg.com if you would like any further help customizing or using impact reports.