CGA Market Value Transaction Details

This report displays the adjustments made to each gift annuity market value during a specified time period.

If you run CashTrac CGA Market Values quarterly to update gift annuity market values, for example, the CGA Market Value Transaction Details report allows you to review the adjustments made by CashTrac CGA Market Values during any quarter.

1. Choose Analysis > CGA Market Value Transaction Details.

2. Enter selection and sorting criteria to produce the report you desire. There is help available on each field.

3. Click OK to view the report.

4. Do the following, as needed:

Print the report.
Save the report to a file.
Export raw data for the report.

5. Click on the report page to close the report.

6. Click $image\closebox.gif$ to close the CGA Market Value Transaction Details page.