Reporting
Learn about all things reporting and analytics
By Jack and 2 others3 authors6 articles
Reporting Guide
Orientation to reporting in Tern - key terms and capabilities to help you get started
- Where to Find It in ReportingFind the dashboard or saved report that answers your reporting question, in your own version and your agency's.
- Building a Custom ReportHow to build, save and share your own report with Report builder, by copying a dashboard, or by asking AI Assist. Requires Tern Pro.
- Reporting OverviewWhat's on the Reporting page, who can use Report builder and AI Assist, and how to filter, explore and download reports.
- Key Reporting TermsWhat reporting terms mean in Tern, like booking date, received commission, Overdue and Partial, and who can see which reports.
Additional Resources
Overview of the advisor and agency reporting suites at a glance