Benefits
Benefit:
- Having each equity-type reported in a separate column reduces the time and effort to use and see the balances by equity type.
Details:
- A new standard report, "Stock/Equity Spreadsheet By Equity Type", is available that includes columns for each Equity Source Code.
Navigation - Usage:
Stock/Equity Spreadsheet By Equity Type:PAT > Report Manager > Advanced Reports
- Select Standard Report 11, Stock/Equity Spreadsheet By Equity Type.
- This spreadsheet is identical to Report 10, Stock/Equity Balance Spreadsheet, with the addition of the additional columns.
- 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.
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