By the end of this task you will be able to:

  • Prepare the Simple Fund 360 Transfer Balance Account Summary for member events listed in the Transfer Balance Dashboard. 

Task 5.4.1: Prepare Report - Change to show summary update screenshots

To download an individual report in PDF, Word or Excel format:

  1. On the Right-hand side of the Reports screen, Drag & Drop the Transfer Balance Account Report from the Work Paper Reports list. 

  2. Once the report has been dragged & dropped, select Options (to the right of the report).

  3. Select either Download PDFDownload Word or Download Excel

You can also add this report to a Report Pack. See Reports for instructions.