Adviser Product Analysis Report

1. Go to ‘Reports’

2. From the drop-down menu, click on the ‘Adviser Product Analysis’.

3. Select the date range for the period you wish to generate the report and then click on the 'Submit' button.

4. A grid will be displayed showing the Licensee Income disbursed on the basis of Adviser groups and Product Providers.

5. Click on any group and it will further show the Licensee income on the basis of different Advisers under the Adviser group along with product categorization.

6. You can download the report in various formats like excel and pdf by clicking on the below icon.


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