Difference between revisions of "Vital Signs v15 Weekly Membership Summary"

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 ===About===
-The Membership Analysis document contains information about Members, Products, Shares and Loans.  All charts and tables reflect totals based on the "Current Selections".  Selections can be made by clicking on a list box, or by selecting a dimension in a chart or table.  To view the currect selections, press Ctrl-Q.
+'''Revision 1744'''
-The 'Summary' tab contains Membership summaries.  A wide variety of charts are available in the chart tabs ('Branch Charts', 'Member Charts', 'Deposit Charts', 'Loan Charts').  To select a different chart click one of the buttons on the left side of the page.  The dimensions on many of the charts can be switched using the circular button located inside each chart.  At the top of each chart page are select boxes that correspond to each of the available dimensions.
-The charts always display data relative to the "Current Date" (which is usually data from the end of the prior business day) or "Prior Month" (which is the last available month-end date).  To switch modes, make the appropriate selection in the top left hand corner of the page.  Some charts display "daily" or "monthly" data.  This selection is also located at the top left hand corner.  Note: daily numbers are only available when "Current Date" is selected.
-Finally, use 'View Details' to see a detailed list of Members, Shares and Loans.  These lists can be exported to Excel using the 'XL' button on the table.

Latest revision as of 22:16, 31 May 2013