Net Relationships Dashboard (4)

Screen ID: IPATGRP2-01
Screen Title: Patronage by Month
Panel ID: 5683
Tool Number: 547
    Click here to magnify

 

Access this screen by pressing Enter or selecting Patronage by Month on the Member Balance Detail screen of the Net Relationship dashboard.

 

The Patronage by Month screen breaks down balances by month for the selected net relationship group. The screen displays information for savings and loans, and displays the percentage change from month to month. Highlighted numbers indicate a negative change.

The bottom portion of the screen provides averages and a percentage of the total for savings, loans, and all balances:

Buttons

Button

Description

Show Avg. Daily Balance/EOM Balance Average (F11)

Toggles between displaying the Average Daily Balance and EOM Balance Average.

View Filters (F12)

View the filters selected on the first screen.

Where Am I (F20)

Shows you where you are currently located within the Net Relationships Dashboard.

Patronage by Age

Accesses breakdown of patronage by member age.