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Include Revenue Allocated to Advisors

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How Include Revenue Allocated to Advisors Works

In Dynamic Reports

Show Advisor Revenue Breakdown

Exclude or Only Include Revenue Involving These Users

In PDF Reports

Reports With This Setting

Related Settings

 

How Include Revenue Allocated to Advisors Works

Applies to:
✔ Dynamic PDF Client Portal

This setting allows you to show or hide billed amounts assigned to users you choose. When you select this check box, the report adds the user revenue lines to the chart and the user revenue columns to the table.

You might choose to show user revenue if you want to drill into an individual's billed amounts, whereas you might hide user revenue if you're looking at overall billed amount on a firm-wide basis. This setting is particularly useful if you're looking at creating customized reports that display the revenue generated by a particular team, office, or set of users.

In Dynamic Reports

When you select the Include Revenue Allocated to Advisors check box, the following settings appear.

Show Advisor Revenue Breakdown

This option is only available if Include revenue allocated to advisors is selected. Otherwise, it is disabled.

This setting allows you to see revenue split by firm user, showing a separate line for each user on the chart and a separate column for each user in the table.

Exclude or Only Include Revenue Involving These Users

This option is only available if Include revenue allocated to advisors is selected. Otherwise, it is disabled.

This option allows you to filter user revenue to only include or exclude specific users. For example, if you want to see revenue only for advisors in a certain office, you can create a report that only includes those advisors.

In PDF Reports

This report is available for dynamic reports only.

Reports With This Setting

Business Intelligence Reports

Related Settings

To set up payout distributions, see Create Payout Distribution.

The following settings are related: