Search Performance Report
The Search Performance report allows you to globally view period performance across all of your accounts in the Wealth Platform based on a number of configurable filters.
Access the Search Performance report by navigating to Manage Clients > Reports > Search Performance.
Controls and Filters
Default View
By default, the Search Performance report displays performance data for all accounts sorted by client Last Name.
View Level
Click the , , or tabs to switch the level you are viewing. When viewing at higher levels, you can expand down to the levels below.
Search
Use the search box to narrow the results of the report. You can change the search criteria using the drop-down next to the box. The following criteria are available for searching at each level.
Account Level:
- Account #
- First Name
- Last Name
- Investment Objective
- Model Assignment
- Tag
Client or Household Level:
- Name
- Tag
Annualize
Check this box to include the annualized performance for periods greater than a year.
Filter by Performance
Use the Find Clients Where controls to search for specific performance ranges in the selected interval.
Pick Custom Range
Click the column header to define a custom date range for performance reporting.
View Reports
Click 
on any row to view the document vault for the account, client, or household.
View Profile
Click any account number, client name, or household in the results to be taken directly to the Manage Clients Dashboard Overview tab for that selection.
Related Articles
Search Holdings Report
The Search Holdings report allows you to find all accounts that currently hold (or held) certain positions as well as a sum total of that position across the filtered accounts holding it. Access the Search Holdings report by navigating to Manage ...Search Transactions Report
The Search Transactions report allows you to globally search transactions across all of your accounts in the Wealth Platform based on a number of configurable filters. Access the Search Transactions report by navigating to Manage Clients > Reports > ...Managing Clients > Performance > Performance Details
The Performance Details sub-tab of the Performance widget gives you several paths to drill down into performance data and includes additional options and controls. Note: In the context of the Performance Details Tab, the Inception Date is the date ...Performance Benchmarks: Setup and Configuration
AdvisorEngine partners with S&P©, Morgan Stanley Capital International© and Bloomberg© to provide widely-used industry standard comparative benchmarks. Authorized persons can administer their comparative performance benchmarks by navigating to Grow ...Switching Performance between Net- or Gross-of-Fees
By default, all enabled performance reporting is shown net of fees. This can be toggled at the account, client, or household level to gross of fees if desired. Note that this will only apply if performance reporting is enabled for the account, ...