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Home > Advisor View > Reports > Bulk Reports and Custom Views > Learn More About Bulk Reports, Data Uploads and Custom Views
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Learn More About Bulk Reports, Data Uploads and Custom Views
Bulk reports are custom comma-delimited reports that you can build using data found in Advisor View and Advisor Rebalancing.
Custom Views combine the power of saved searches and bulk reports to give you powerful data mining capabilities. They allow you to run bulk reports based on saved searches and then filter the bulk reports directly on your screen. Flexible grouping and aggregation options allow you to narrow the data so you can see exactly what you're looking for.
Sometimes in Advisor View, you need to update large amounts of data. You can download data for local modification in Microsoft Excel and upload the data back into Advisor View.
Learn more about how to monitor and download bulk reports.