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Report Settings: Show the Following Activity Types
| Applies to: | ||
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| ✔ Dynamic |
✔ Client Portal |
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This setting allows you to choose which of the activity types you see in the Transactions report.
You would use this setting to help focus the Transactions report. Rather than seeing all the available activities, you can create a report to just see withdrawals, deposits, and journals, and another one to track such custodial activity as lot adjustment and return of principal.
Select the check box or boxes next to the activity types you want to include in the report.
Select All to select all the check boxes. If they are all selected, click All again to clear all the check boxes.
You must select at least one activity type.
Functionality is the same in the PDF report templates as in dynamic reports.
Transaction Reports
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The following settings are related:
