Unlock More Powerful Insights with Joined Reports in Quivr CRM
One of the biggest advantages of using a CRM built on Salesforce is the ability to access and analyze your data in meaningful ways. While many advisors are familiar with standard reports, some of the most powerful reporting capabilities come from a feature called Joined Reports.
In a recent Office Hours session, we helped a financial advisor solve a common challenge: combining information from multiple areas of their CRM into a single, actionable view.
The Challenge: Data in Multiple Places
Like many advisors during tax season, this user was managing a busy schedule of client meetings while trying to stay on top of key planning information.
They wanted to view:
Upcoming and completed client meetings
Meeting details and scheduling information
Household-level planning data
Key dates, including when the last client meeting occurred
The information already existed inside Quivr, but it lived in different areas of the system. Reviewing it required jumping between reports and records, creating unnecessary friction and slowing down the process.
The Solution: Joined Reports
Joined Reports allow advisors to combine data from multiple objects into a single report, giving them a more complete picture of their clients and their business.
In this case, the common connection was the household record. By using a Joined Report, the advisor was able to combine meeting information with household-level data and display everything together in one report.
The result was a streamlined view that provided immediate insight into:
Which clients had meetings scheduled
Where each household was in the meeting process
When the last review meeting occurred
Additional planning information tied to the household
Instead of switching between multiple reports, everything was available in one place.
Why This Matters for Financial Advisors
The ability to combine data across your CRM opens the door to countless use cases.
For example, advisors can create reports that combine:
Meeting data and planning progress
Investment information and IPS records
Tax planning data and household details
Estate planning information and client review schedules
Because Quivr is built specifically for financial advisors, these types of connections become incredibly valuable when preparing for client meetings, reviewing firm operations, or identifying planning opportunities.
Better Visibility = Better Efficiency
One of the most common themes we see in Office Hours is that advisors often know the information they need exists somewhere in the CRM—they just need a better way to access it.
Joined Reports help bridge that gap by bringing related data together into a single view. Whether you're preparing for a review meeting, conducting data integrity checks, or building operational dashboards, having the right information in one place can save significant time and improve decision-making.
The best part? Many advisors don't realize these reporting capabilities are already available to them within Quivr.
Need Help Building Reports Like This?
One of the benefits of Quivr is that you're not left to figure it out on your own. Through our weekly Office Hours sessions, we regularly help advisors solve challenges like this in real time and uncover new ways to leverage their data.
If you're looking for a CRM built by financial advisors for financial advisors, we'd love to show you what's possible.
