Member Ownership Chart

The Member Ownership chart shows the division of the club’s members by cash value as of a selected valuation date.

Member Ownership Chart Options

The Member Ownership Chart allows you to select from the club’s official valuation dates (created by going to Accounting > Securities > Create new valuation), as well as displaying the information as either a Pie or Bar chart.

Member Ownership Chart Description

After clicking the link for the Member Ownership chart from the main reports page, displays the member values as of the most recent saved valuation. The system defaults to a pie-chart style graph, where each member is listed, along with a specific percent value, to further represent their overall value, relative to the total club holdings.

As noted previously, both the style of the graph, and the valuation date it uses can be adjusted.