Patronage > Report Manager > Advanced Reports > Print Standard Reports > Stock/Equity Balance Export Spreadsheet: Ability to see balance in a separate column for each equity type (AGS-5588)

Benefit:

• Having each equity-type reported in a separate column reduces the time and effort to use and see the balances by equity type.

Details:

• A new standard report, "Stock/Equity Spreadsheet By Equity Type", is available that includes columns for each Equity Source Code.

Navigation - Usage: 

Stock/Equity Spreadsheet By Equity Type:  PAT > Report Manager > Advanced Reports

1. Select Standard Report 11, Stock/Equity Spreadsheet By Equity Type.

2. Open

   

3. This spreadsheet is identical to Report 10, Stock/Equity Balance Spreadsheet, with the addition of additional columns.

4. Starting with column BQ, one column is added for each Stock/Equity Type.  The column header format is the one-character Equity Source Code and the Equity Source Code Description separated by a dash.

5. Open

   

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