Historical Market Values Summary
A graph is available displaying the total market for each reporting period (Current, Last Week, Last Month, Last Year, 3 Years, 5 Years).
The default graph displays the historical market values for all advisors within the workgroup. When an advisor is changed, the graph dynamically recalculates and displays the market values for the selected advisor.
In addition, the view can be sent to the printer using the Print Screen button. This feature is already available from the Historical Market Values view.
To view the Historical Market Values summary
2. Select Historical Market Values - Summary from the Book of Business list. The Historical Market Values graph screen appears.