 report showing stock ownership and attribution |
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BenefitsLink Message Boards > Product User Groups (Unofficial) > Relius Administration (Quantech) Users  |
 Jan 2 2008, 06:20 PM
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Registered User Group: Registered Posts: 543 Joined: 19-January 00 From: Michigan Member No.: 3,471  |
Does anyone know of a report in Relius that shows stock ownership, both direct and by attribution?
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Jan 4 2008, 01:27 PM
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Moderator Group: Sitewide Moderator Posts: 3,933 Joined: 26-August 98 From: Florida (land of hot humid summers) Member No.: 1,560 |
Jim:
there is no report I know of, what you might do is set up a DER (there is a set of fields for some of this data labeled "Ownership Attribution". This is the data found in the table ATTRIBUTION. you would want to pull the soc sec number, last name firstname from PERSONAL and ownership % from STATUS that is about the best I can recomend. export to excel and dummy up how you desire. |
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