Printing the Stock/Equity Balances Report

Overview

Use this job aid to print the Stock/Equity Balances Report.

To print the stock/equity balances report:

1. From the Toolbar, click PAT for Patronage.

2. From the Patronage menu, select Report Manager, and then select Stock/Equity Bal. Reports.

3. In the Patron Name Id Beginning and Ending boxes, type the range of patron name ids to include on the report, or leave blank to include all patron name ids.

4. In the Birthdate Beginning and Ending boxes, type a range of birth dates to include on the report, or leave blank to include all birth dates.

5. In the Classes boxes, type Y to include the stock class on the report, or type N to exclude the stock class from the report.

6. Click OK.

7. In the Printer box, type the number associated to the place you want your report to print.

8. In the Print Type box, type the number associated to the characters per inch to print the report in.

9. In the Copies box, type the number of copies of the report you want to print.

10. In the Pages From and To boxes, type the page number range you want to print the report for.  Leave the boxes blank to print all pages.

11. Click OK.

Learn more about Interest Payments feature: