Uninvested Funds Report Fields
Complete the following fields to generate the uninvested funds report.
Uninvested Funds Report Fields
| Field Name | Field Description |
|---|---|
| Locations | Click  to select the locations that contain the data for the activity.
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| 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.
|
| 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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| Minimum Balance | Type the amount for including uninvested funds that are equal to or greater than this amount in the report |
| Sort Order | Select how you want the items to be listed on the report. You can choose to sort in ascending order by case number, uninvested balance amount, or account type. |