Summary
Find the total averages of your accounts over a period of time, in the Account Value By Customer report.
Key Points
Open Account Value By Customer report
Scroll to the bottom for the total values
Divide the number in bold by the number of rows in the report
From the Dashboard, click Reports
Click Account Value By Customer report
Change the From - To Date filter to apply the time range you want
Scroll to the bottom for the total values
To find the average, divide the number in bold by the number of rows in the report
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