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Report Settings: Service Team Users
This setting allows you to filter billing groups by any Service Team member and their specific role in at your firm.
To filter billing groups to those with a service team member in a specific role, from the <Select user> list choose the desired service team member and from the <Select role> list, select the service team member's role. You can add multiple service team members with different roles, or multiple instances of one user with multiple roles.
Robin Russell serves as Primary Advisor for the Team Russell Service Team. He is also Secondary Advisor on the Team Anderson Service Team. With the new service team filtering, you can:
See only billing groups with Robin Russell as Primary Advisor by adding one service team user filter.
See all billing groups with Robin Russell as playing an advisory role—primary or secondary—by adding two service team user filters.
When you choose a user's name, the roles will be filtered to only service team roles that user is assigned to.
To see all billing groups regardless of service team settings, choose <All values> from the list.
| Setting | Report Output |
|---|---|
| <Select user> set to one specific service team member and <Select role> is set to that service team member's role |
In this example, the Service team users filter is set to Robin Russell is Primary Advisor. Only billing groups containing accounts assigned to a service team with Robin Russell as a primary advisor are displayed. |
| <Select user> set to <All values> |
All billing groups are displayed regardless of service team assignment. |
This setting applies to:
Report Views in Billing Groups
