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Standard and Custom Reports

Standard and Custom Reports. Monica M Rakowski. Mailing Labels for State Reports. Holder Information Report. RJ Property Types Report. RJ Information Report. State Reporting Schedules. Holder Balance Report - by state, by property type. Forecasting Report. B2B Criteria.

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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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