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To create the Monthly Holdings/Income by State Reporting – Synthetic Securities report:
- From the Accounting Center window, click Reporting in the left navigation.
- Double click Investment Accounting, Compliance Reports, and Monthly Holdings/Income by State Reporting – Synthetic Securities.
You see the Monthly Holdings/Income by State Reporting – Synthetic Securities panel. - Complete the fields on the Monthly Holdings/Income by State Reporting – Synthetic Securities panel.
- Click Submit.
You see the Submit Query dialog box. - Click Advanced Report or Classic Grid Report for the report view you want.
- Click Submit.
The report results appear on your desktop for the view selected.
Monthly Holdings / Income by State Reporting – Synthetic Securities Panel Options
A definition of the options on the Monthly Holdings / Income by State Reporting – Synthetic Securities panel follows.
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