Learn More About The Available Dynamic and PDF Reports

Learn everything you need to know about each of the dynamic and PDF reports in Advisor View, including holdings reports, performance reports, transaction reports, and saved searches.

Learn More About Dynamic Reports

Learn about how to run dynamic reports and build dynamic report views.

Learn More About Report Actions

Learn how to run, edit, delete, share, and share dynamic and PDF reports.

Learn More About PDF Reports and Templates

Learn about building your PDF templates.

Learn More About Performance Calculations and Transaction Display

Learn more about how performance is calculated in Advisor View and how to control the appearance of some transactions, such as filtering out cost basis reset transactions.

Learn More About Global Report Setup Options

Learn how to customize reporting options that can impact all of your reports, such as date periods, benchmarks, indexes, report themes, and target allocations.

Learn More About Assigning Templates

Learn more about how to assign a default report delivery method for your clients and assign default template types, which allow you to have multiple templates for different reasons, for example - one template for Q1 through Q3 and another template for Q4.

Running Dynamic and PDF Reports

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.