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Advisor (Billing Groups Filter)

This setting allows you to filter billing groups by either one specific advisor or by all advisors. The list contains all advisors listed as primary advisor for any of the accounts within the billing group.

• To filter billing groups to those with a certain advisor, choose that advisor's name from the list.

  

  For example, billing cycle is set to Robin Russell. Only billing groups with Robin Russell as an advisor set are displayed.

• To see all billing groups regardless of advisor, choose <All values> from the list.

  

  In this example, all billing groups are displayed regardless of advisor.

This setting applies to report Views in Billing Groups.