View source for IL340 - Investment Seller by State

=='''Overview of IL340'''==


The Investment Seller by State report ws created to help regulate who is approved to sell investments within a state To generate this report:


* From the DDI Connect main menu, double-click Financial Services
* Double-click Investments
* Double-click Reports
* Double-click 340 Investment Seller by State. The parameters screen will launch:


[[File:IL340.png]]


You have the following options on this screen:


{| class="wikitable"
|-
! '''Field''' !! '''Description'''

|- 
| '''State Purchased''' || If you wish to report against a specific state, enter the state abbreviation or click the list icon to select from a list of active [[State codes|state codes]] in the system. Leave this field blank to report against all qualifying investments
|-
| '''Transaction Date From''' || Enter the beginning date of the range you wish to report against. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date
|-
| '''Transaction Date To ''' || Enter the ending date of the range you wish to report against. You can type the date in mm/dd/yyyy format or click the calendar icon to select the date
|-
| '''Report Format''' || Select either Report Only or Report and System File.  The System File will create a CSV file

|}

{{Print Options}}


Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.


[[File:Sample IL340.png|thumb|center]]


[[Category:Investments Reports]][[Category:Investments]]