Patronage Equity Report Dashboard


This dashboard holds the balances of Patronage and provides the ability to sort by Equity, Stock, and Investment and see an overview. This will be part of the month-end process to tie out to the Ledger or verify patron balances. This dashboard will also help determine payout balances of equity and/or stock for patrons.


This dashboard honors user restrictions based on customer location.

The first section shows the Classification breakdown. This dashboard also has Stock Class breakdown and Customer breakdown of totals. The second dashboard displays a detailed report view. 

Filter by Customer, Classification, Stock Class, etc. 

Select anywhere to view relevant data points on other sections of the dashboard with the provision to navigate to the detailed report.