Focus Training on Orion: Book of Business and Reporting

Learn how to navigate key Orion workflows for reviewing your book of business, preparing for client meetings, and accessing reporting tools inside Orion. This Focus Training session provides a practical overview of Orion’s home page dashboard, Portfolio View, report-running options, report packages, and query tools. The training is designed to help Orion users understand where information lives, how dashboard cards are populated, how to move between client-level and book-of-business views, and how to use reporting and queries more confidently in day-to-day work. Key takeaways -Understand how to navigate Orion from the home page and application menu -Learn how the Book of Business dashboard helps surface key firm and client data -See how dashboard cards can be edited, cloned, filtered, and connected to underlying data sources -Learn where to access Portfolio View for client-level portfolio review and meeting preparation -Understand the difference between reports and queries in Orion -See how report packages can streamline recurring client meeting prep -Learn how queries can support book-of-business analysis, exports, filtering, grouping, and scheduled delivery What you’ll learn This training explains how to use Orion to review client and household information, customize dashboard views, and access reporting workflows. The session covers general navigation, client search, dashboard settings, Portfolio View, reporting from multiple areas of Orion, report package creation, and the Query app. You’ll also learn how reports and queries serve different purposes. Reports are typically client-specific outputs that can include charts, graphs, branding, and presentation-ready formatting. Queries are designed for internal book-of-business analysis and often return spreadsheet-style data across clients, accounts, products, values, or other business metrics. Who this is for This session is intended for Orion users who support advisor operations, client service, reporting, portfolio review, or meeting preparation. It may be especially useful for advisors, operations teams, client service associates, and team members who need to understand how to find information, run reports, and analyze book-of-business data inside Orion. Watch the full training to continue beyond the preview and learn how to use Orion’s reporting and query workflows in more detail. Register here: https://oriontechcrosssell.wistia.com...