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The Non Essential Income – By by State and Month report displays the detailed income by state and by month for both synthetic securities and underlying pools of synthetic securities for the current year to date or fiscal year to date. Advanced report views available for this report include:

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To create the Non Essential Income – By by State and Month report:

  1. In Accounting Center, in the left navigation pane, click Reports Compliance Reports > Income by State > Non Essential Income – by State and Month Report. 

    You see the Non Essential Income – by State and Month Report panel.
  2. Complete the options on the Non Essential Income – by State and Month Report panel.
  3. Under Result Options, click Grid or Advanced Report for the report view you want.
    Click Submit.
    The report results appear on your desktop for the view selected.

Non Essential Income – by State and Month Report Panel Options

A definition of the options on the Non Essential Income – by State and Month Report panel follows.

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