Difference between revisions of "Comparative Investment Analysis"
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− | The Comparative Investment Analysis report searches for and displays the investment principal balances for the last 7 month end dates. | + | The Comparative Investment Analysis report searches for and displays the investment principal balances for the last 7 month end dates. The report output includes information such as category, rate, and principal balance for the investment at the end of the last 7 months. To generate the report: |
+ | * From the DDI Connect main menu, double-click Financial Services | ||
+ | * Double-click Investments | ||
+ | * Double-click Reports | ||
+ | * Double-click 256 Comparative Investment Analysis. The parameters screen will launch: | ||
+ | |||
+ | |||
+ | [[File:IL256.png]] | ||
+ | |||
+ | |||
+ | You have the following fields available: | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Field''' !! '''Description''' | ||
+ | |- | ||
+ | | '''Month end date''' || Enter the month end date to use as your base date. You can type it in a mm/dd/yyyy format or click the calendar icon to select the date you wish to use | ||
+ | |- | ||
+ | | '''Include subtotals''' || If you wish to include sub totals on the report output, check this box. If not, leave it unmarked | ||
+ | |} | ||
+ | |||
+ | |||
+ | {{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 IL256.pdf|thumb|center]] | ||
+ | |||
+ | {{Security Function Explanation}} | ||
+ | INVINQ | ||
[[Category:Investments Reports]] | [[Category:Investments Reports]] |
Latest revision as of 16:07, 19 November 2014
Overview of IL256
The Comparative Investment Analysis report searches for and displays the investment principal balances for the last 7 month end dates. The report output includes information such as category, rate, and principal balance for the investment at the end of the last 7 months. To generate the report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Reports
- Double-click 256 Comparative Investment Analysis. The parameters screen will launch:
You have the following fields available:
Field | Description |
---|---|
Month end date | Enter the month end date to use as your base date. You can type it in a mm/dd/yyyy format or click the calendar icon to select the date you wish to use |
Include subtotals | If you wish to include sub totals on the report output, check this box. If not, leave it unmarked |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
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.
Security Function
Users must pass the security function listed below in order to run this report.
INVINQ