Patronage Reports

Articles

Patron Reports
Patron reports are found at Patronage / Reports / Patrons . Patron Reference List The Patron Reference List gives a quick reference for general Patron information such as Customer ID , Name , Tax ID , Date of Birth and Active status. ...
Patron Status Reports
Patron Status reports are found at Patronage / Reports / Patron Status . Patron Equity Report The Patron Equity report is a detailed listing of Patron equity by Certificate. How Many Patrons – Select the Patrons to include on the report....
Stock Certificate Reports
Stock Certificate reports are found at Patronage / Reports / Stock Certificates . Value Report The Value report provides general Stock value information per Certificate. How Many Patrons – Select the Patrons to include on the report. Sto...