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| Patronage Worksheet List | DocumentationTable of Contents |
The patronage worksheet list displays a list of patronage worksheets. Patronage worksheets are created to view and to allocate patronage equity or credits.
Use the filtering section to determine exactly what patronage worksheets you wish to view and how you wish to sort them on the list.
The starting date of the patronage period reported on in the worksheet.
The ending date of the patronage period reported on in the worksheet.
The description of the patronage worksheet.
NOTE: For each workstation you can change the default columns that are displayed on the list. Click on "File" at the top of the list screen. From the drop down menu select "Configure...". Use the list configuration screen to configure the columns to view on your list.
- Select the "New" icon to create a new
patronage worksheet.
- Select the "Edit" icon to edit an existing
high-lighted patronage worksheet.
- Select the "Delete" icon to delete an existing
high-lighted patronage worksheet.
- Select the "Print" icon to print the
contents of the patronage worksheet list to a printer.
- Select the "Export" icon to export the
contents of the patronage worksheet list to a CSV or Excel file.
- Select the "Refresh" icon to refresh and
re-display the contents of the patronage worksheet list.
- Select the "Close" icon to close the
patronage worksheet list.
You can choose to update or refresh the data in the list automatically, as it is changed, or alternatively, you can choose to have the data refresh only when you click on the "Refresh" button. If speed is not an issue, you will probably choose to always auto refresh. Toggle on to auto refresh. Toggle off to refresh only on command.