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Filters in Investment transaction report
3 posts
• Page 1 of 1
Hi giovanni,
You can filter the Investment Transaction report by a lot of items. If you click only "Account Fee", make sure you also have both "Distributed Distributions" and "Reinvested Distributions" checked, or at least whichever one you want. Also, make sure the date range you select covers the date of any recorded account fee type transaction.
3 posts
• Page 1 of 1
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