Dynamic Report Views

Report views are pre-defined report snapshots. You can base these report views on any dynamic report in Advisor View – for example, some users find it convenient to create a report view that shows large capital flows and another report view that shows small capital flows. The report views make it easy to create several customized reports that show slightly different information.

Export Dynamic Report

You can export your dynamic reports to use in any program that can open comma-delimited files (.csv), including Microsoft Excel and Microsoft Access. With comma-delimited files, you can create custom reports and more.

Run a Dynamic Report

Learn how to run a dynamic report.

Print a Dynamic Report

Learn what happens when you print a dynamic report view from your browser.

Use the Find Data For List

Find what you're looking for quickly and efficiently with the powerful searching and filtering available through the Find Data For list.