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.