The Select Historical Periods dialog box is where you choose which periods are displayed in the historical statement.

Using This Dialog Box

1. From the client's historical statement, click the Select Periods link at the top of the screen, which brings up the Select Historical Periods dialog box. On the left you see the Periods Available; on the right you see the Periods Selected (maximum of 6).

2. To select the periods you want, move the desired periods from the Periods Available box to the Periods Selected box using the options listed in the table that follows. You can sort your results by Date, Length & Type, and Currency. You can also sort selected items by clicking and then move selected items up or down by selecting the up or down arrow buttons.

   Note: You can select a maximum of six projection periods.

   Button	What It Does
   	Check All Items
   	Uncheck All Items
   	Sort Selected Items
   	Move Selected Item Up
   	Move Selected Item Down
   	Select Checked Items
   	Remove Checked Items
   	Select All Items
   	Remove All Items

    

3. Right-click to add or delete a period.

4. Click OK to close the dialog box.