Report Preferences - Distribution Summary Dialog

 

This dialog is available from the Options / Report Preferences... menu command under any Report window.

 

This dialog page allows you to specify preferences on how distribution summary reports are displayed. The following options are available:

 

Exclude Investments:

 

Exclude Cash Type Investments

Any investments of type “cash” will not be included in any distribution summary report when this option is turned on. See Investment Properties - General Dialog.

Exclude Default Cash Account

An investment specified as a default cash account will not be included in any distribution summary report when this option is turned on. See Portfolio Properties Dialog.

Exclude Tax Free Investments

Any investments with the "tax free" property" will not be included in any distribution summary report when this option is turned on.  See Investment Properties - Other Dialog.

See Also

Report Window

Report Colors

Report Column Labels

Report Preferences - General Dialog

Report Preferences - Printing Dialog

Report Preferences - Toolbar Dialog

Report Preferences - Capital Gains Dialog

Report Preferences - Investment Transactions Dialog

Report Preferences - Benchmark Dialog

Report Preferences - Disclaimer Dialog

 


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