Settlement Report (PDF) and Export (CSV)

An update was made in June 2015 to the existing settlement report functionality, whereby individual settlement periods can now be exported as a Microsoft CSV file, in addition to the existing PDF report option that is available. 

Quick Steps: Membership > Financial > Settlements 

1. Click on the Membership module along the top menu

2. Select the Financial tab from the left menu. 

2. Click the Settlements menu to view a listing of all settlement periods. 

3. Click on the relevant Settlement Date, and select Report PDF to download a PDF report of the settlement details, or Export to download a CSV spreadsheet. 

 4. These reports will commence downloading directly to your computer for your records.