Batch Member Statement Report

To generate members statement report for all members (a batch) in a scheme, follow the steps highlighted in the sample screenshot below:

Action

• Click label 1 button to select type of report from the report’s menu.
• Click label 2 text box and type the name of the report to retrieve it from a list of members related reports.
• Click label 3 button to select a particular report from the list.
• Click label 4 button to select a member quickly in case you want to generate a report for one member.
• Click label 5 button to open a new window tab from which a printable copy of the report is generated ready for printing.
• Click label 6 button to preview a copy of the report on the right side of the window.
• Click label 7 button to select a particular scheme from a list of schemes.
• Click label 8 button to select the accounting period to generate statements for.
• Click label 9 menu to navigate through other report pages.
• Click label 10 menu to navigate through the individual member statements report.
• The window section label 11 displays an individual’s member statement. Use the pagination under label 10 to see other members statements.