Member Trial Balance Listing (5)

Screen ID:

Screen Title:

Panel Number:

Report Name:

LMBRTS-05

Member Trial Balance Listing

4620

LMBRT

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This screen is used to specify the order in which the mailing labels should print. Enter a sequential number from 1 to 4 to specify the sort order.

For example, if you want the labels sorted by ZIP code first, then by member last name within each same ZIP code, enter 1 next to Zip and 2 next to Member Name.

Total and New Page Columns

If you place a check in the Total column, this will give you a total of that item.
If you place a check in the New Page column, this will take this item and list it on a new page after a page break.

In the upper left hand corner of the sort area, you have some additional selections:

The 198 box is no longer used.
Select "Print member name/address to print the member’s name and address on the report.
Select a Type of Detail (D) or Summary (S) to print either a detail or summary version of the report.
You can also select to export this information to a file for use with Report Builder. If you select this option, an additional screen will appear, allowing you to enter a filename.

When ready, use Enter to proceed to generate the report.

Field Descriptions

Field Name	Description
Account #	Sorts by account base number.
SSN	Sorts by social security name
Member name	Sorts by last name, then first name, then middle initial.
City	Sorts by city name.
State	Sorts by state.
Zip	Sorts by ZIP code (including Zip+4).
Department	Sorts by Department
G/L Account	Sorts by G/L number
Branch	Sorts by Branch
birthdate	Sorts by birthdate
User Defined Fields 1	Sorts by the first user defined field,
User Defined Fields 2	Sort by the second user defined field.
Old Account #	Sorts by the Old Account #

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