Overview
The Members Summary Report provides a snapshot view of the changes in member balances for a specific period. This report lists all members, their age and date of birth, their accounts and the following transaction information for the period:
- Opening Balance
- Contributions
- Transfers In/Rollins
- Net Earnings (Member's share of profit/loss for the period)
- Insurance Proceeds
- Pensions Paid
- Contributions Tax
- Taxes Paid
- Benefits Paid/Transfers Out
- Insurance Premiums
- Member Expenses
- Closing Balances
Note
The member's date of birth only appears if the Hide Member/Beneficiary DOB toggle in Badge Settings is set to No. For more information, see Hide/Unhide Member TFN/D.O.B in Reports.
How to Prepare
| From the Main Toolbar, go to Reports. | |
| Select Reports. |
- On the left-hand side of the Reports screen, search for the Members Summary Report.
- Select the green arrow to add the report to the Report Pack List.
- Select either Download PDF, Download Word or Download Excel.