Income Summary is a Report Packager Page providing a high level view of income categories and sums for dividends, capital gains, and interest.

Available Options

• Page Title Override: Set a custom Page Name of up to 24 characters. This will display in the Report builder and on the header of the PDF pages when created. Helpful when adding more than one copy of a Page to a report.
• Time Period: Select a predefined time periods to include in the report or a custom range if desired.
• Show Accounts: Displays the individual accounts for each income category.
• Closed Accounts: Include any closed accounts that have data during a selected period.