Learn More About The Available Dynamic and PDF Reports

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Performance Reports

Learn about customizing and running performance reports in Advisor View, including the following reports:

Account Analytics
Account Ledger
Account Performance
Comparative Review
Interval Performance
Performance Attribution (PDF Dashboard only)

Holdings Reports

Learn about customizing and running holdings reports in Advisor View, including the following reports:

Transaction Reports

Learn about customizing and running transaction reports in Advisor View, including the following reports:

PDF-Specific Reports

There are some PDF report sections that do not have an equivalent dynamic report:

PDF Custom Section (inserting custom pages, etc.)
PDF Dashboard Report
Table of Contents

Business Intelligence Reports

Learn about customizing and running business intelligence reports in Advisor View, including the following reports:

Financial Planning Reports

Learn about customizing and running financial planning reports in Advisor View, including the following reports:

Saved Searches

When you want to locate an account or multiple accounts, consider using a saved search. Using saved searches, you can look for accounts that meet specific criteria - for example, you can use saved searches to locate accounts that are holding between $1 and $10,000 of IBM. By using saved searches, you can organize daily workflows to monitor accounts that meet your predefined criteria.