Difference between revisions of "Quick Investment Summary Report"

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(Created page with "=='''Overview of IL313'''== Category:Investments Reports")
 
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=='''Overview of IL313'''==
 
=='''Overview of IL313'''==
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The Quick Investment Summary report searches investments based on criteria that you select, and provides summary information related to the investments. The report output contains information such as name/address, account number, investment number, investment status, maturity date, principal balance and other investment information. To run this report:
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* From the DDI Connect main menu, double-click Financial Services
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* Double-click Investments
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* Double-click Reports
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* Double-click 313 Quick Investment Summary Report. The parameters screen will launch:
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[[File:IL313.png]]
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The following fields are available on this screen:
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{| class="wikitable"
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|-
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! '''Field''' !! '''Description'''
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|-
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| '''Base date''' || Example
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|-
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| '''Account''' || Example
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|-
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| '''Investment''' || Example
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|-
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| '''Investment status''' || Example
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|-
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| '''Zip Codes''' || Example
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|-
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| '''Balance basis''' || Example
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|-
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| '''Balance/to''' || Example
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|-
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| '''States''' || Example
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|-
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| '''Sorted by''' || Example
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|-
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| '''Address basis''' || Example
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|-
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| '''Note type''' || Example
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|-
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| '''Rate range/to''' || Example
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|-
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| '''Premium''' || Example
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|-
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| '''Destination''' || Example
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|-
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| '''Comma separated''' || Example
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|}
  
  
 
[[Category:Investments Reports]]
 
[[Category:Investments Reports]]

Revision as of 16:29, 18 May 2012

Overview of IL313

The Quick Investment Summary report searches investments based on criteria that you select, and provides summary information related to the investments. The report output contains information such as name/address, account number, investment number, investment status, maturity date, principal balance and other investment information. To run this report:


  • From the DDI Connect main menu, double-click Financial Services
  • Double-click Investments
  • Double-click Reports
  • Double-click 313 Quick Investment Summary Report. The parameters screen will launch:


IL313.png


The following fields are available on this screen:


Field Description
Base date Example
Account Example
Investment Example
Investment status Example
Zip Codes Example
Balance basis Example
Balance/to Example
States Example
Sorted by Example
Address basis Example
Note type Example
Rate range/to Example
Premium Example
Destination Example
Comma separated Example
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