Advisor Experience Report
The Advisor Experience Report helps firm Admins track how contact experiences are configured across the firm. With advanced filters and export options, you can audit which contacts have been assigned to specific experience elements—such as Campaigns, Teams, Resources, and more.
What It Does
This report provides an at-a-glance summary of how experiences are assigned across your book of business. Use it to:
Audit experience assignments by advisor or team
Verify contact configurations
Identify missing or inconsistent assignments
Export reports for internal tracking or follow-up
Filters You Can Use
Apply any combination of the following filters to generate a targeted report:
Experience Assigned – View contacts who have been assigned a specific Experience.
Advisor – Filter by primary advisor or advisory team members.
Contact Type – Search by Clients, Prospects, or Leads.
Name – Look up a specific contact by name.
Card Template – Find contacts assigned to a specific Card Template.
Resource Template – Filter by Resource Template configurations.
Featured Resource Template – Search by assigned Featured Resource Templates.
Campaign – View who is enrolled in a specific Campaign.
Team – Identify contacts assigned to a Team or managed by specific team members
You can use multiple filters at once to refine your search.
How to Generate a Report
Navigate to the Reports section in Settings.
Select Advisor Experience Report.
Choose one or more filters to target the data you need.
Click Generate Report to view results in-app.
Use the Export button to download the report as a .CSV file.
Best Practices
Use filters strategically to audit specific advisor configurations or contact types.
Export your results regularly to track setup patterns and spot gaps.
Run a report before major outreach or onboarding events to ensure client experiences are complete and consistent.
Common Use Cases
Experience QA
Check that all contacts are assigned the right combinations of Campaigns, Resources, Cards, and Teams.
Advisor Oversight
See how individual advisors or teams are configuring client experiences.
Operations Audit
Spot missing experience elements before new initiatives roll out.