Difference between revisions of "Portfolio/Loan/Investment Comparison"
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(Created page with "=='''Overview of IL620'''== Category:Loans Reports") |
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=='''Overview of IL620'''== | =='''Overview of IL620'''== | ||
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| + | The Portfolio/Loan/Investment Comparison report allows you to view the concentration of financial instruments (loans, investments and portfolios) across different interest rates, as well as to display the weighted average interest rate across the entire CEF (Church Extension Fund) system. The report output lists total loans, investments and portfolios by interest rate, and then provides a grand total, along with the weighted average rates. To run this report: | ||
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| + | * From the DDI Connect main menu, double-click Financial Services | ||
| + | * Double-click Loans | ||
| + | * Double-click Reports | ||
| + | * Double-click 620 Portfolio/Loan/Investment Comparison. The parameters screen will launch: | ||
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| + | [[File:IL620.png]] | ||
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| + | The following fields are available on this screen: | ||
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[[Category:Loans Reports]] | [[Category:Loans Reports]] | ||
Revision as of 16:13, 4 June 2012
Overview of IL620
The Portfolio/Loan/Investment Comparison report allows you to view the concentration of financial instruments (loans, investments and portfolios) across different interest rates, as well as to display the weighted average interest rate across the entire CEF (Church Extension Fund) system. The report output lists total loans, investments and portfolios by interest rate, and then provides a grand total, along with the weighted average rates. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Loans
- Double-click Reports
- Double-click 620 Portfolio/Loan/Investment Comparison. The parameters screen will launch:
The following fields are available on this screen:
