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Show Only Flows Where

This report setting lets you filter the Capital Flows transactions table by size of transaction, either dollar amount or percentage of account size. You can use this to help find specific transactions. You cannot enter negative values.

The following filters are available:

• % of account value

• Dollar amount

You can then choose to narrow the list to transactions that are...

• Equal to

• Less than

• Greater than

• Between

... Whatever number you enter into the text box.

For example, when you configure the report to only show flows where the dollar amount is greater than $500,000, the report only lists transactions where the value exceeded $500,000.

This setting applies to the Capital Flows Report. For more information on showing transactions in the Capital Flows report, see Show Transactions.