Investment Summary Report
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Overview of IL249
The Investment Summary report displays investment information for all investments owned by investors who purchased new investments within a specified date range. The report output is broken out by investor, and displays information such as the investment type, purchase date, last payment date, maturity date, and other investment information. To generate the report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Reports
- Double-click 249 Investment Summary Report. The parameters screen will launch:
You have the following fields available on this screen:
| Field | Description |
|---|---|
| Example | Example |
| Example | Example |
