Patronage Accumulation Totals via Spreadsheet

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. Open

      

       

   2. This will print just totals per customer

   3. Use the ending date filter to filter by accumulation

   4. Open

      

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