Introduction
The Dividend Statement Report contains a summary of dividends recorded for each shareholder including Franked, Unfranked, and Franking Credit amounts.
This report is only available for Companies.
Navigation
| Navigate to Reports from the Main toolbar on the left side |
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| Then select Reports. |  |
Instructions
1. Search for Dividend Statement using the Search Report bar. Alternatively, locate the Dividend Statement under Letters / Minutes.
2. Add the Dividend Statement to Report Pack by selecting the Add To Pack arrow.
3. To have the report consolidate shares belonging to one shareholder for each share class, select Setting, toggle the option on, then click Save.
4. Users have the option to preview it or download it as a PDF, Excel, or Word document. Select 
to remove the statement.
You can edit the template for this report by selecting 
. For instructions on this process, see Customising the Template for an Existing Report.