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Standard and Custom Reports

Discover a suite of standard and custom reports designed for efficient state reporting and property management. This includes mailing labels, holder information reports, property type reports, forecasting, and criteria tracking for state exemptions and property volumes. Our detailed analysis covers overdue properties, unreported accounts, and various owner and property-related metrics. Benefit from high-dollar reports categorizing properties by holder and type, ensuring accurate data management across multiple properties. Join us in enhancing reporting efficiency and effectiveness.

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Standard and Custom Reports

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  1. Standard and Custom Reports Monica M Rakowski

  2. Mailing Labels for State Reports

  3. Holder Information Report

  4. RJ Property Types Report

  5. RJ Information Report

  6. State Reporting Schedules

  7. Holder Balance Report - by state, by property type

  8. Forecasting Report

  9. B2B Criteria

  10. State Exemption Criteria

  11. Holder Property type volumes and dollar amounts

  12. High Dollar Report- by holder and property type

  13. Owners with Multiple Properties

  14. Paid, Canceled Deleted report criteria

  15. Overdue Properties

  16. Stop Mailing Report

  17. Properties with an Override RJ

  18. Properties that have not receiveda due diligence letter

  19. Active Unreported Properties

  20. Active Not Reported Extract

  21. IRA Escheatable accounts

  22. Owners with Properties in excessof a specified dollar amount

  23. Remitted Properties

  24. New Properties

  25. Aggregate Items Report criteria

  26. Adjustment Report

  27. Properties not linked to an owner

  28. Security User Report

  29. Detailed Security Report

  30. Thank you for your participation

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