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Show the Following Activity Types (Reports)

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How Show the Following Activity Types Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Show the Following Activity Types Works

Applies to:
✔ Dynamic ✔ PDF

✔ Client Portal

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. For example, rather than seeing all the available activities, you can create a report just to see withdrawals, deposits, and journals, and another report just to track such custodial activity as lot adjustment and return of principal.

In Dynamic Reports

You must select at least one activity type.

In PDF Reports

Functionality is the same in the PDF report templates as in dynamic reports.

Reports With This Setting

Transaction Reports

Related Settings

The following settings are related: