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Report Settings: Include Accounts

Contents

How Include Accounts Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Include Accounts Works

Applies to:
✔ Dynamic PDF

Client Portal

 

This setting allows you to filter the report to display revenue only from specific accounts.

You might use this if you want to see revenue for accounts where you are the Primary Advisor to evaluate your own payout distributions and revenue.

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In Dynamic Reports

To filter the included billed amounts by accounts, choose one of the options:

Setting Report Output
Include Accounts set to All Accounts

All accounts the user has permission to view are included in the report.

Include Accounts set to Where I am the Primary Advisor

The user is assigned as Primary Advisor in a smaller subset of the accounts, and only that subset is displayed.

 

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In PDF Reports

This report is available for dynamic reports only.

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Reports With This Setting

Business Intelligence Reports

 

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Related Settings

To learn more about setting as Primary Advisor, see Service Teams.

To learn more about designating payees, see Payee.

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