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Include Firm Revenue

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How Include Firm Revenue Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Include Firm Revenue Works

Applies to:
✔ Dynamic PDF Client Portal

This setting allows you to show or hide billed amounts assigned to the firm. When you select this check box, the report adds the Firm line to the chart and the Firm column to the table.

You might choose to show firm revenue if you're looking at overall billed amount on a firm-wide basis, whereas you might hide firm revenue if you want to drill into an individual's billed amounts. For example, if you aren't interested in the firm's revenue, but want to assess only advisors' revenue, you would clear this check box.

On the other hand, if you're an administrator who is only interested in the firm's overall revenue, you would select this check box and clear the other revenue displays.

In Dynamic Reports

In PDF Reports

This report is available for dynamic reports only.

Reports With This Setting

Billing Reports

Related Settings

To set up payout distributions, see Create Payout Distribution.