Reports, Report Options, Pages, Filter Pages, Security Statement Filters

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The following is what is typically found on the Filter page; these can change according to the report.

Report Security Statement Details Security Stmt Fi

Specify Security Statement filters

Created Date

Enter the Created Date range required.

Review Date

Enter the Review Date range required.

Include Security Statement where

Linked to 'Open' Account?

Tick to only show those Security Items that are linked to an Open Account.

Linked to 'Open' Client?

Tick to only show those Security Items that are linked to an Open Client.