Introduction to Reports

Learn the basics of the different types of reports Advisor View offers, including dynamic (on-screen) reports, PDF reports and bulk reports.

Learn More About Dynamic and PDF Reports

Learn everything you need to know about each of the dynamic and PDF reports in Advisor View, including the Account Performance Report, Projected Income Report, Gains and Losses Report, and more.

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 - you can upload these files back into Advisor View to update large amounts of data at once. Custom Views combine the power of saved searches and bulk reports to give you powerful data mining capabilities.