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Add User (Dynamic Reports)

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How Add User Works

This setting allows you to choose which users the report includes or excludes.

In Dynamic Reports

To add a user, start typing the user name you want to add and a list of up to 20 users that match your entry will display dynamically—or you can click in the box to see up to 10 of your most recently viewed users (users that are already added will be excluded in order to prevent duplication). Click Add User to add the selection to the report.

If you add a user that you later want to delete, click Remove next to that user.

In PDF Reports

This report is not available as a PDF report.

Reports With This Setting

• Firm Revenue

Related Settings

Related settings:

• Include revenue allocated to advisors