Patronage - SKY Analytics

Purpose 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. Thi...

Purpose The Patron Mailing List dashboard gives information on Patron details relating mailing and totals involved. Details This dashboard honors user restrictions based on customer location. Filter by Customer , Classification , Stock Class ...

This dashboard honors User restrictions based on Customer Location. Purpose The Patronage Interest 1099 dashboard shows both the interest from Grain and Patronage and a total of the two added together. Details Closing the calendar year is what g...

Purpose The Patronage Overview dashboard gives an overview of Patronage by Equity, Stock, and Investment. Details This dashboard honors user restrictions based on customer location. The first section shows the Classification breakdown. The St...