Agatha Johnson
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Agatha Johnson replied to the topic Dynamic Reporting in the forum Reporting 9 years ago
What report do I use to pull what the unrealized gain is for all of my clients taxable accounts? How do I do this?
Thank you
Aggie
Agatha Johnson replied to the topic Dynamic Reporting in the forum Reporting 9 years ago
What report do I use to pull what the unrealized gain is for all of my clients taxable accounts? How do I do this?
Thank you
Aggie