AGRIS Customer Documentation

Patronage Accumulation Totals via Spreadsheet

Owned by Samantha Pykare
Last updated: Dec 24, 2024
1 min read

How to run a report to show customer totals from Patronage Accumulation

 

  1. PAT > Report Manager > Patronage Activity Reports > 1. Print standard reports >

  2. Select the 14. Projected refund summary spreadsheet

    1. image-20241224-144819.png

       

    2. This will print just totals per customer

    3. Use the ending date filter to filter by accumulation

    4. image-20241224-144955.png

  3. To see the detail behind the totals, try the 13. Unrefunded Activity Spreadsheet

 

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