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Left Side Bar:
Transactions
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Enter the desired beginning and ending dates of the report |
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Using the drop down menu, select All Portfolios to view all transactions or select an individual portfolio to filter the transaction view. |
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To view all transactions since inception, click the All Transactions button. It is not necessary to enter beginning and ending dates if this button is selected. When finished, click the View Report button |
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All transactions for the period selected will be displayed. From this page, users can edit or delete individual transactions. |
