Interest

Click here to see the Interest Range page

This page is only available for Marketing reports

Include clients for whom total interest is within the following range - Only includes clients for whom the relevant figure in their annual data fall within the range of values that you set. The default range is £0.00 to £100,000.000

 

Example

To produce a report which lists all clients who have a bank or building society account with interest between £0 and £1000 in the tax year 1997/98, do the following:

  1. First ensure that 1998 is selected in the With returns in the Tax year to 5th April spin-edit box on the Dates page.
  2. Select the Interest page.
  3. Select the Include clients for whom total interest is in the following range option.
  4. Enter 0 and 1000 in the Between...and boxes.