Back Home > Advisor View > Data Dictionary > S > Report Settings: Show Maturities Within the Next [Date Range]
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Home > Advisor View > Data Dictionary > S > Report Settings: Show Maturities Within the Next [Date Range]
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Report Settings: Show Maturities Within the Next [Date Range]
| Applies to: | ||
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| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to choose a date range for the report. If the selected date range covers multiple maturity periods, the report lists securities maturing soonest first and lists those maturing later last.
You might choose to use a short-term evaluation—less than 1 year—to review income in the upcoming year. You might also choose to use this when a client switches from investing for growth to investing for on income, to ensure that you've got a good spread in the maturity ladder.
You can choose to show any of the following time periods:
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To see all securities maturing at any date, choose Any date.
| Show maturities within the next: set to 5 years |
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Only securities that mature within 5 years are displayed. |
| Show maturities within the next: set to Any date |
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All securities are displayed, regardless of maturity date. |
This report is available for dynamic reports only.
Holdings Reports
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For more information about dates and date periods, see Dates and Date Periods.
