An address not showing as expected on a report could be as a result of a number of things, including:
- Has the address been entered against the contact/entity record?
- Was the address effective as at the date the report has been run?
- Has it been entered as the right address type?
For any contacts, WealthWorks+ will find the first valid/current address that isn't a 'Bank' type address, and include that on the report.
For any managed/non-managed entities however, WealthWorks+ reports will report using the existing criteria the Troika reports had in place:
- Individual entities, requires a 'Form' address
- Company entities, requires a 'Registered Office' address
- Trust entities, requires a 'Form' address
In addition, it will check for the new 'Principal' address type.
In the event these addresses are empty, or not effective as at the date the report is being run at, no address will be displayed on the report.
The 'Default Address Types' option seen within WealthWorks+ > Options > System Administration > Other Settings is a control used when generating documents and statutory forms. It allows you to set a default address type for each contact type. This default is not currently used in WealthWorks+ reporting.
This article was last reviewed 02/2024.