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Report Settings: Custodian
This setting allows you to filter billing groups by either just one specific custodian or by all custodians. The list contains all custodians assigned to accounts in your firm.
To filter billing groups to see accounts with a specific custodian assigned, choose that custodian from the list.
To see all billing groups regardless of custodian assignment, choose <All values> from the list.
| Setting | Report Output |
|---|---|
| Custodian set to one specific custodian |
In this example, the custodian is set to Charles Schwab. Only billing groups with Charles Schwab set are displayed. |
| Custodian set to <All values> |
All billing groups are displayed regardless of custodian. |
This setting applies to:
Report Views in Billing Groups
