Investment Category/Rates by State
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Overview of IL333
The Investment Category/Rates by State report provides investment principal and interest totals by state, category and interest rate. The report output lists state, category, rate, # of investments, principal balance and YTD interest. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Reports
- Double-click 333 Investment Category/Rates by State. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Base date | Example |
| Categories | Example |
| States | Example |
