Page Comparison

Benefits:

• xxxHaving each equity type reported in a separate column reduces time and effort to use and see the balances by equity type.

Details:

• xxx

• A new standard report, "Stock/Equity Spreadsheet By Equity Type", is available that includes columns for each Equity Source Code.

Navigation - Usage: 

XXX - XXX: XXX > XXX > XXX

Stock/Equity Spreadsheet By Equity Type: PAT > Report Manager > Advanced Reports

1. Select Standard Report 11, Stock/Equity Spreadsheet By Equity Type.
2. Image Added
3. This spreadsheet is identical to Report 10, Stock/Equity Balance Spreadsheet, with the addition of the additional columns.
4. Starting with column BQ, one column is added for each Stock/Equity Type.  The column header format is the one character Equity Source Code and the Equity Source Code Description separated by a dash.
5. Image Added

Related Content: