video1.0<iframe src="https://www.loom.com/embed/31574aa1f3e440558f34de4852adf989" frameborder="0" width="1720" height="1290" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12901720Loomhttps://www.loom.com12901720https://cdn.loom.com/sessions/thumbnails/31574aa1f3e440558f34de4852adf989-87fe30d4672f215a.gif184.673This Loom demonstrates how to build a billing query in BlackDiamond. The presenter navigates to the Data Mining Build Query section and searches for the required tickers to include in reporting, emphasizing that fee schedule and flat fee options should be added at the account level rather than the portfolio. They add fields including Team, Account Number, Account Display Number and Name, Account Billable, Custodian, Account Fee Schedule details, and Flat Rate, then run the query to download a snapshot. The snapshot shows three accounts with Sample 3 and Sample 5 fee schedules applied, plus a “No Fee Schedule Assigned” option, along with the fee schedule type.