This report presents a comparison of client transactions in up to six columns/periods. You can compare client portfolio month by month.
It can be printed in descending order (higher to lower) of estimated amounts, actual amounts or both. You can also configure it to have the same periods defined by accounting (variable closings).
Important: Upon entering Yes and Select Branch, you can select which branch is taken into account in the report. |
Procedures
To issue Transactions by Month report:
See Also