FAQ 212: Reports--Deferrals are not printing on the Investment Summary report


I'm sending this plan as I'm having difficulty getting a source to print on my investment summary report.

My deferral source seems to show up everywhere except on this particular report. I'm using the report from the Reports, Valuation, 401(k) screen and choosing just the "Schedule of Investment Accounts" report.

Can you tell me why the deferral source isn't printing?


Deferral contributions were missing from the Account Values (VALUE) screens, so they did not show up on that report. Once those figures were posted to that screen, then they showed up on that report.