Difference between revisions of "Investment SEC Detail Analysis"
Jump to navigation
Jump to search
(Created page with "=='''Overview of IL253'''== Category:Investments Reports") |
|||
| Line 1: | Line 1: | ||
=='''Overview of IL253'''== | =='''Overview of IL253'''== | ||
| + | |||
| + | |||
| + | The Investment SEC Detail Analysis report searches for investment transaction history based on a date range you provide, and displays sale, extension and transfer totals for those investments listed as SEC limited. The report output includes information such as the state, investment type, investor name, transaction type, investment number, investment status and amounts. To run this report: | ||
| + | |||
| + | |||
| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Investments | ||
| + | * Double-click Reports | ||
| + | * Double-click Investment SEC Detail Analysis. The parameters screen will launch: | ||
| + | |||
| + | |||
| + | [[File:IL253.png]] | ||
| + | |||
| + | |||
| + | You have the following options on this screen: | ||
| + | |||
| + | |||
| + | {| class="wikitable" | ||
| + | |- | ||
| + | ! '''Field''' !! '''Description''' | ||
| + | |- | ||
| + | | '''Start date''' || Example | ||
| + | |- | ||
| + | | '''End date''' || Example | ||
| + | |- | ||
| + | | Example || Example | ||
| + | |} | ||
[[Category:Investments Reports]] | [[Category:Investments Reports]] | ||
Revision as of 16:30, 14 May 2012
Overview of IL253
The Investment SEC Detail Analysis report searches for investment transaction history based on a date range you provide, and displays sale, extension and transfer totals for those investments listed as SEC limited. The report output includes information such as the state, investment type, investor name, transaction type, investment number, investment status and amounts. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Reports
- Double-click Investment SEC Detail Analysis. The parameters screen will launch:
You have the following options on this screen:
| Field | Description |
|---|---|
| Start date | Example |
| End date | Example |
| Example | Example |
