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Run a Dynamic Report
You can access all dynamic reports from the Reports menu. By default, the report displays data for all accounts to which you have access. You can view the report for any single account, reporting group or account set. For example, if you select the Account Performance report, you can view the report for all accounts that are assigned to you.
On the Reports menu, the reports are sorted by the type of report, such as performance reports, holdings reports, transaction reports and global reports. For more information on any of those reports, you can click one of the links above or search the Support & Training Center for the desired report.
Dynamic reports can be run at the account and reporting group level. With the exception of the Net Worth report, dynamic reports cannot be run at the Household level. Only PDF reports can be run at the Household level.
To run a dynamic report:
On the Reports menu, click the report you want to view. The report will appear on your screen.
Use the Find Data For list to select the record you want to run the report on.
In the Find Data For list, choose the record that you want to run the report on. The 250 most recently viewed records are displayed. You can click on the tabs to filter them by type.
If you know the name or number of the account, group, Household, or account set you want to run the report on, type it in the Search Groups and Accounts box. The search dynamically updates, refining results as you continue typing.
If you want to view a record for accounts, groups, or Households related to the current search, click the Related tab. Select the desired record.
If you want to view the report for all accounts, in the Find Data For list, search for All Accounts.
From the Report View list, choose the view you want to use.
You can change the report view at any time while still seeing the same account or group by choosing a new view from the Report View list. For more information on creating report views, see Dynamic Report Views.