The investment summary report shows registry and trust accounts that include invested funds; it is very similar to the registry
and trust accounts with balances report except that this report shows invested instead of uninvested funds.
To print the investment summary report:
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1. |
Click Reporting from the navigation menu. Click Court Administration in the Case Analysis Reports group, and then click Investment Summary. |
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2. |
Enter the appropriate information in the investment summary report fields displayed. |
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3. |
Schedule or submit the report. |