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Use Next Call Date

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How Use Next Call Date Works

This setting allows you to sort the Maturity Schedule report by the next call date. The next call date is the predetermined date that a bond or preferred stock can be redeemed before reaching its maturity.

You might choose to use this if you want to review positions that may have activity soon or to see when call dates are coming up.

In Dynamic Reports

• To sort the report by call date entered in Tamarac Reporting, select Use next call date.

  In this example, the same securities are sorted into finer gradations based on the call date entered in Tamarac.

  

• To use the default sorting, clear Use next call date.

  In this example, all the securities maturing in less than 15 years are grouped together.

  

In PDF Reports

This report is available for dynamic reports only.

Reports With This Setting

Holdings Reports

• Maturity Schedule

Related Settings

For more information about SMAs, see Maintain Securities.