Members Statement

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How to Prepare

  1. From the Reports screen, in the left hand menu, select Financial Reports and then Add the Members Statement. 

  2. Select Options and then Settings.

  3. Review the following Settings prior to preparation.

    Setting Explanation
    Show last year column Select Yes to display a comparative column (last year) for the member.
    Show Graph Select Yes to display bar graph of the member data.
    Show rate of return Select Yes to display the rate of return for the member. Refer to Rate of Return on Member Statements for calculation information.
    Show signing page Display a signing page for members when selecting Yes. Refer to Can signature fields be added to Member Statements?


  4. Select OK. Select Options | Settings again and then select Download PDF. Alternatively this report can be added to a Report Pack. 
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