Active Investments by State and Conference
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Overview of IL331
The Active Investments by State and Conference report displays a summary of active investments purchased within the date range you specify. The report output contains information such as account number, payee, city and state, conference, interest rate, purchase date and current principal balance. To run this report:
- From the DDI Connect main menu, double-click Financial Services
- Double-click Investments
- Double-click Reports
- Double-click 331 Active Investments by State and Conference. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Base date | Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Start purchase date | Enter the beginning purchase date that you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| End purchase date | Enter the ending purchase date that you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
| Account types | If you wish to report only on one or more IRA account types, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active IRA account types in the system. Leave this field blank to report against all investments |
| Conference | If you wish to report only on investments within a specific conference (region), you can do so here. Type the region code or codes, separated by commas, or click the list icon to select from a list of active conferences in the system. Leave this field blank to report against all investments |
| State | If you wish to report only on investments for a specific state, you can do so here. Type the state abbreviation or click the list icon to select from a list of active state codes in the system. Leave this field blank to report against all investments |
| Categories | If you wish to report only on one or more categories, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active investment categories in the system. Leave this field blank to report against all investments |
| Minimum amount | If you only wish to report on investments having a certain principal balance or more, you can enter that here. Type the minimum amount in this field, or leave at 0 to report on all investments |
| Report mode | Click the drop down arrow to select the report mode. Your options are: Detail, Summary or Detail and Summary |
| Sort mode | Click the drop down arrow to select your sort mode. Your options are Account or Payee |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
| Option | Description |
|---|---|
| Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
| Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
| Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
| View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
| Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
| Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
| Print via PDF | Prints directly to your printer. |
| This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
| Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
| Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
| Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
| No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
| Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results. Click below to view samples of this report in detail, summary and detail and summary modes.
