Select this option if you want the report to show fee compensation rules grouped by client. When this option is selected, the report will show all rules for each client in rule order.

Include Detail for Shared Rules Tables

When a client uses a shared rules table, the report will print the Client ID, name and work description of the rules table being shared. As an option, you can also include the detail fee compensation rules of that shared rules table on the report.

Select this check box if you want to include the detail fee compensation rules for shared rules tables.

Clear this check box if you do not want to include the detail fee compensation rules for shared rules tables.

Note: This check box will only be available when the Group by Client option is selected.

Note: If the table being shared belongs to a secure client, the message "Note: Secure Clients and/or transactions may have been excluded" will print if you do not have rights to the secure client.

Include Allocation Amounts

Select this check box if you want to include a column on the report that shows the total allocation amounts for each rule.

Clear this check box if you do not want to include the allocation amounts column on the report.

Note: This check box will only be available when the Group by Client option is selected.

 

Include Allocation Details

Select this check box if you want to include additional rows below each rule showing allocation amounts by payment for each rule.

Clear this check box if you do not want to include additional rows below each rule showing allocation amounts by payment for each rule.
 

Note: This check box will only be available when the Include Allocation Amounts check box is selected.  
Start Each Client on a New Page

Select this check box if you want each client to print on a new page.

Clear this check box if you do not want each client to print on a new page.

Note: This check box will only be available when the Group by Client option is selected.

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.