Solutions Summit 2014 Standard and Custom Reports Monica M Rakowski
Standard and Custom Reports
Jan 01, 2016
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
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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
Chesapeake System Solutions, Inc. • Proprietary and Confidential
RJ Property Types Report
Chesapeake System Solutions, Inc. • Proprietary and Confidential
RJ Information Report
Chesapeake System Solutions, Inc. • Proprietary and Confidential
State Reporting Schedules
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Holder Balance Report - by state, by property type
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Forecasting Report
Chesapeake System Solutions, Inc. • Proprietary and Confidential
B2B Criteria
Chesapeake System Solutions, Inc. • Proprietary and Confidential
State Exemption Criteria
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Holder Property type volumes and dollar amounts
Chesapeake System Solutions, Inc. • Proprietary and Confidential
High Dollar Report- by holder and property type
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Owners with Multiple Properties
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Paid, Canceled Deleted report criteria
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Overdue Properties
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Stop Mailing Report
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Properties with an Override RJ
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Properties that have not receiveda due diligence letter
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Active Unreported Properties
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Active Not Reported Extract
Chesapeake System Solutions, Inc. • Proprietary and Confidential
IRA Escheatable accounts
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Owners with Properties in excessof a specified dollar amount
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Remitted Properties
Chesapeake System Solutions, Inc. • Proprietary and Confidential
New Properties
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Aggregate Items Report criteria
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Adjustment Report
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Properties not linked to an owner
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Security User Report
Chesapeake System Solutions, Inc. • Proprietary and Confidential
Detailed Security Report
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