A response captures the investor’s data at a point in time. A client is an investor. Once a client has completed a questionnaire, this will generate a response, so a single client can have many responses over time. This article contains useful information about how to manage them.
This article will cover:
List of responses
This section is intended for company advisers and assistants who are looking to view client responses. If you are an admin user, you might be looking for the quick steps article.
1. From your dashboard/landing page, press ‘view all responses’ to access the responses table.
2. Search for a response using the search field.
3. Filter the list of responses by opening the filters menu and selecting one or more filters. Press ‘reset all’ to reset the table.
4. Change the number of responses displayed per page.
5. Change the sorting rule for the table by clicking a column header.
1. From the responses table, or the recent responses on your dashboard, click a row to open the response actions.
2. The actions vary depending on response status:
a. Send to client: allows you to send the response to the client (e.g. to remind them to complete their response).
b. Pick what to send: if a client previously received some parts of an instrument, this option allows you to send the remaining parts. This is not available if the status is ‘completed’ or ‘approved’.
c. View client: takes you to the client page, which shows all of the client’s latest results.
d. View report: shows you the client’s results specific to the date of this response.
Import responses as CSV
This section is intended for company assistants looking to import client data. If you are an adviser, you might be looking for viewing a client's page, which can be found on this article.
1. From the responses table, press ‘import as CSV’
2. Generate a template CSV file
3. Enter client response data (the available fields, and whether or not they are mandatory, will vary depending on the instrument). Exporting responses as a CSV can be helpful in determining what data formats the import template expects.
4. Upload the CSV file.
Export responses as CSV
1. From the responses table, press ‘export as CSV’
2. Set a start and end date for the period of responses you would like to export. If your start date is earlier than the first response, your export will start at the first response.
3. You can only download responses of 1 instrument at the time, so make sure there is only 1 instrument selected:
4. Press export.