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 filter type and all available items for the filtering method. You can choose a filter type to either display only the selected item (Include Only Selected Item), or everything except the selected item (Exclude Selected Item).
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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Exclude Transactions From Tax Free Investments |
If this option is checked, no transactions from tax free investments will be displayed. |
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Include Only Portfolio External Transactions |
Only transactions that are considered as external to the portfolio will be displayed. This includes contributions, withdrawals, and withdrawn distributions. See External Cash Flow. |
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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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Alerts: |
Choose whether to display Active, Completed, and Expired alerts in the report. |
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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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Exclude Transactions From Tax Free Investments |
If this option is checked, no lots from tax free 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. |
Income Schedule reports also have the the following options:
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Other Filters: |
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Exclude Investments with Dividend Income Style |
If this option is checked, no payments from investments that have their Income Style property set to "Dividends" will be displayed. This filter option is available when reporting on "Expected" income. |
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Exclude Investments with Bond Interest Income Style |
If this option is checked, no payments from investments that have their Income Style property set to "Bond Interest" will be displayed This filter option is available when reporting on "Expected" income. |
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Exclude Dividend Transactions |
If this option is checked, no Dividend type transactions will be displayed. This filter option is available when reporting on "Actual" income. |
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Exclude Interest Income Transactions |
If this option is checked, no Interest Income type transactions will be displayed. This filter option is available when reporting on "Actual" income. |
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Exclude Tax Free Investments |
No payments are included from investments that have their Tax Free property checked |
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Exclude Taxable Investments |
No payments are included from investments that have their Tax Free property un-checked |