There is a context selector at the top of their dashboard screens that allows Advisors to designate whether or not they would like to see the data in their dashboard for All Accounts, Managed Accounts, or Unmanaged Accounts:

Please note that there are certain widgets that are not affected by the Managed / Unmanaged context selector. For these widgets, when Advisors select Managed or Unmanaged, they will display a message indicating the data within the widget is being displayed for all accounts:

The Export function on the Advisor Overview page and Household Overview page have been updated to consider the context selector and will export the data that is shown on the Overview page. The additional data points related to Managed vs Unmanaged Accounts have also been added to the Export data set.