Difference between revisions of "Investments by Investors"
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(Created page with "=='''Overview of IL314'''== Category:Investments Reports") |
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=='''Overview of IL314'''== | =='''Overview of IL314'''== | ||
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| + | The Investments by Investor Type report is a summary report that provides information on the number of investments by investor type. It also summarizes the number of investments by account type, the total investment balance, and the weighted average interest rate. To run this report: | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Investments | ||
| + | * Double-click Reports | ||
| + | * Double-click 314 Investment by Investors. The parameters screen will launch: | ||
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| + | [[File:IL314.png]] | ||
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| + | The following fields are available on this screen: | ||
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| + | {| class="wikitable" | ||
| + | |- | ||
| + | ! '''Field''' !! '''Description''' | ||
| + | |- | ||
| + | | '''Base date''' || Enter the date you wish to use for the report. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
| + | |- | ||
| + | | '''Investor type''' || Example | ||
| + | |} | ||
[[Category:Investments Reports]] | [[Category:Investments Reports]] | ||
Revision as of 17:13, 18 May 2012
Overview of IL314
The Investments by Investor Type report is a summary report that provides information on the number of investments by investor type. It also summarizes the number of investments by account type, the total investment balance, and the weighted average interest rate. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Reports
- Double-click 314 Investment by Investors. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Base date | Enter the date you wish to use for the report. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Investor type | Example |
