[Account Owner] Advisor Report
Big fan of reports? Same here! To gain more information on the advisors on your account, head on over to Advisors > Export to download an Excel file with stats for all your advisors -- both active and deleted.
The report includes the following data points:
- First Name
- Last Name
- Advisor ID
- Firm Name
- Created Date
- Canceled Date
- # of Clients
- # of Active Subscriptions
- # of Active Monthly Subscriptions
- # of Active Quarterly Subscriptions
- # of Active Semi-Annual Subscriptions
- # of Active Annual Subscriptions
- # of Transactions Processed To Date
- # of Total Revenue
- # of YTD Revenue
- # of Tags
- SSO ID (If applicable)
Looking for more report options?
We have you covered! Check out the following exports:
- Clients
- Invoices (One-Time and Subscription)
- Transactions
- eSign Documents