R-Desktop : Working with the Book of Business : Client Portfolio : Client Market Values : Client Count by Market Value
Client Count by Market Value
A graph is available displaying the total number of clients by market value ranges. The default graph displays the total clients for all advisors within the workgroup. When an advisor is changed, the graph dynamically recalculates and displays the total count for each market value range for the selected advisor.
In addition, the view can be sent to the printer using the Print Screen button.
To view the Client Count by Market Value 
1. Follow the procedure Accessing the Book of Business.
2. Select Client Count by Market Value from the Book of Business list. The Client Count by Market Value graph screen appears.