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. - PowerPoint PPT Presentation
Transcript of Standard and Custom Reports
Solutions Summit 2014
Standard and Custom Reports
Monica M Rakowski
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Mailing Labels for State Reports
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Holder Information Report
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RJ Property Types Report
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RJ Information Report
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State Reporting Schedules
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Holder Balance Report - by state, by property type
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Forecasting Report
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B2B Criteria
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State Exemption Criteria
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Holder Property type volumes and dollar amounts
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High Dollar Report- by holder and property type
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Owners with Multiple Properties
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Paid, Canceled Deleted report criteria
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Overdue Properties
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Stop Mailing Report
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Properties with an Override RJ
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Properties that have not receiveda due diligence letter
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Active Unreported Properties
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Active Not Reported Extract
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IRA Escheatable accounts
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Owners with Properties in excessof a specified dollar amount
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Remitted Properties
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New Properties
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Aggregate Items Report criteria
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Adjustment Report
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Properties not linked to an owner
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Security User Report
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