Charge Summary Report

Generate a report that shows a historical summary of any changes to charges.

Enter the Start Date and End Date.
Select the Tax Year.
Select the TAGs. All are checked by default.
Select the Tax Authorities. All are checked by default.
Select the Funds. All are checked by default.
Click View Report to generate the report in a separate browser window, or click Submit to Batch to open the Monitor Batch Processes screen on which you can view the progress of the report. When completed, click the report in the grid to open the View Batch Process Details screen, and click the report to open it. Click Close to close the batch screens and return to this screen.
- Click Close to end the task.

None.