Arise Software Ltd

The report import facility allows specially designed one-off reports that are written by us specifically for you, to be imported into your GDMA. These reports can then be shared throughout your organisation.

As these reports are mostly one-off designs and usually only useful to your organisation, the criteria and fields are specifically implemented just for it. Because of this, enhancements to the report will require additional work done by us back here at the office. The report has advanced features that is not managed by the ad-hoc reporting system. Regardless, the layout can be changed by you.

Step 1: Step 2:

Step 3. Select the report zip file we send to you.
Note the file below is an example, the file name could be different that we provide to you.


Step 4: Step 5:

Step 6:  Click [-]

Step 7: Your new report will display here

Step 8: To check your results

Step 9: To edit the layout
Step 10: To display the list of fields that can be reported
    

Best viewed in full screen mode.

Select then
The top section to be as follows:

The lower section:

Then press

1. Open GDMA

2. Go the Reports screen and select the AGM Export Report.

3. Set the Trust and Sort By criteria as desired.

4. Click the Export button and save the CSV file.

5. When the export is done, you may open the file to view the report.

1. Open GDMA

2. Go the Reports screen and select the Duplicate Bank Accounts Report, then click the Print Preview button.

3. View the report

1. Open GDMA

2. Go the Reports screen and select the Duplicate Bank Accounts Report, then click the Print Preview button.

3. View the report.