Report Highlight: Net New Assets

AdvisorBOB has the ability to display the trailing 12 net new assets by primary rep ID or by split rep ID. To view this report:

1. Navigate to the appropriate AdvisorBOB instance
2. On the left-hand navigation menu select reports
   
   
   
   
3. Select Net New Assets
   
   
   
   
4. Select the end date you would like to run the report for
5. Select if you would like to view net new assets by primary rep ID or split rep ID
6. Click Search