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17. February 2020 22:32
by Admin
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Grants - Over 65 report

17. February 2020 22:32 by Admin | 0 Comments

a_Over_65__owners_as_at_20feb20_20Feb20014648.ggr (1.58 kb)

a_Over_65__WT_16Feb2006111.ggr (1.80 kb)

Here are 2 reports that will assist in listing those over 65.

  1. Save the 2 attachments to desktop
  2. Go to Grants, click Reports then Import File from Arise Software Ltd
  3. Select the attachments, one at a time
  4. Restart Grants
  5. Go to reports.

To view the reports, click on each report then click Preview in Grid. The report can then be exported to XL by clicking on the XL icon on the far right.

Report #1: a Over 65 - owners

Will list those over 65 and associated to an entity, like a Whanau Trust, that have shares in your selected trust

Report #2: a Over 65 - WT

Will list those over 65 with shares in your selected trust

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