Investment Summary Report Fields
Complete the following fields to generate the investment summary report.
Investment Summary Report Fields
| Field Name | Field Description | ||||||
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| Locations | Click  to select the locations that contain the data for the activity.
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| As of Date | Use this field to enter a starting date for all of the registry and trust accounts including invested funds that you want included on the report. | ||||||
| Activity Level | Indicate if you want to include accounts with a balance, accounts with no transactions, or both in the report. | ||||||
| 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.
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| Financial Categories | Type the financial 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.
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| 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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| Sort Order | Select how you want the items to be listed on the report. | ||||||
| Report Options | The following options are available for this report:
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| Case Status | This field is enabled if you select Include Zero Balance Accounts. Type the case status 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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