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Include Total Revenue
| Applies to: | ||
|---|---|---|
| ✔ Dynamic | Client Portal | |
This setting allows you to show or hide the aggregate total billed amounts for the selected period or periods. When you select this check box, the report adds the Total line to the chart and the Total column to the table.
You might choose to show total revenue if you're comparing billed amount of a specific advisor, or the firm, with the total billed amount. This is particularly useful for administrator-level analysis when looking at aggregated total revenue compared with an individual's detailed revenue.
When you're looking at the Total revenue, this value will always display the aggregated firm total, regardless of what other User payees or Other payees you've added. If you only include some Users or Others, these values displayed may not sum to the Total value.
To hide total revenue, clear Include Total Revenue.
Only the payees designated on the report are displayed.
To see total revenue, select Include Total Revenue.
In addition to the payees included on the report, the total billed amount is included. Notice that the total amount is shaded marked with shading as well as a line.
This report is available for dynamic reports only.