This dialog is available from the Edit / Filter Settings.... menu command under any Report window.
A report can be filtered when it is listing by investment.
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Filter By: |
Select how to filter the report. The following choices
are available:
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Once a filtering method is selected, you will be presented with a choice of all available items for that filtering type. Only investments matching the selected criteria will be displayed in the report.
Investment Transaction reports also have the the following options:
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Other Filters: |
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Exclude Transactions From Cash Investments |
If this option is checked, no transactions from cash type investments will be displayed. This may be useful when you only want to see transactions in regular investments, but not the corresponding default cash account debit/credit. |
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Include Only Transactions With Memo Contents: |
Specify certain memo text to search for. Only transactions that have a memo field containing the specified text will be displayed in the report. The memo search is case insensitive. |
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Filter By Transaction: |
Check the transaction types to include in the report. |
Open Lot reports also have the the following options:
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Other Filters: |
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Exclude Transactions From Cash Investments |
If this option is checked, no lots from cash type investments will be displayed. |
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Include Only Transactions With Memo Contents: |
Specify certain memo text to search for. Only open lots that have a memo field containing the specified text will be displayed in the report. The memo search is case insensitive. |