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Relius Investment Election Report


Guest Golden401k

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Guest Golden401k

Does anyone have an investment election report that can handle investment products (models)?

I would like to be able to print everyone's current investment election and for those that have elected models it would print the model name.

I haven't had any luck linking the PARTALLODET table. Tried linking using 'Left Outer' in the link option.

Help!

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Guest sjphillips

Try this. I've used one of the standard corbel reports that includes the table linking for models (and added the model election - it is in red). If you look at the rpteeacct table, there is a invprodid field. If the field is not '0', then that record is part of a model. You have to add the individual elections of the funds in the model in order to get the total election for the model. Let me know if you have questions, or if the file doesn't upload.

PSTDL5.zip

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