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Client Revenue and Expense Summary

Broker run this report to view a snapshot of client daily, month-to-date and year-to-date expenses, revenues, net revenue, gross margin and aggregate client MTM. Access this report in Account Management by clicking Reports > Supplemental > Client Revenue & Expense.

Here is the page in Account Management:

Here is an example of a Revenue & Expense Summary report:

For more information

For additional information on how to generate the report, see the Reporting Guide.