Investment Maturity Report Fields
Complete the following fields to generate the investment maturity report.
Investment Maturity Report Fields
| Field Name | Field Description |
|---|---|
| Locations | Click  to select the locations that contain the data for the activity.
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| Maturity Date Range | Enter dates in the Start Date and End Date fields to specify a date range for the activity. |
| Case Categories | Type the case category codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click  or press F4 to search for and select multiple codes.
|
| Registry Account Types | Type the registry account type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
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| Investment Types | Type the investment type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
|
| Renewal Type | Click the drop-down menu in this field, and select whether you want to include an Automatic or Manual renewal type on the report. |
| Banks | Type the bank codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
|
| Sort Order | Select how you want the items to be listed on the report. |
| Report Options | Select the Save as CSV check box to save the report as a comma-separated values (CSV) file. |