Reports
Who can use this: manage group-schemes (close may need close group-schemes). Where to find it: Group Scheme
What is this?
Screens that help you check progress and find mistakes.
Before you start
Pick dates and location when the page offers them.
Steps
-
Open Group Scheme list.
-
Filter open vs closed schemes.
-
Open a scheme to see linked sales and gift status.
What you will see
Totals and rows for the filter you chose.
Tips
- Export only after the filter looks right.
- Compare with Account Ledger when money looks off.
Common problems
| Problem | Solution |
|---|---|
| Empty list | Widen the date range. |
| Numbers disagree with sales | Check the same location and dates. |