Summary Schedule

Last updated:


    The various summary reports summarise all of the information shown in more detail on the other Schedules. Information is presented in an easy-to-read style and is suitable for giving to a Client who does not wish to see all of the detail contained in the full Schedules.

    Summary Schedule Settings

    The Summary Schedules are available in either a portrait or landscape style and if portrait is chosen you can further choose between summaries of Dividends, Disposals, Accrued Interest and Valuations.

    These reports can be selected on the Calculation Processing Options window when you select a computation.