The Member Share Balance report allows you to generate a report of company members (Shareholders) and their allocated share balance. The report can be generated for a specific share type or all share types and a specific company member (Shareholder) or all company members (Shareholders).

The share type list contains all share types associated with the company.

The company member list contains all company members (shareholders)associated with the company.

Reports can be saved locally to your computer, or within the Liberty Accounts database.

If you are viewing a report in Adobe Acrobat you can save it by clicking on the file save icon within the Adobe Acrobat reader application.

If you are on the report parameters screen after generating a report you will see some extra options displayed as above. To save the report pdf file to your computer right-click on the "view report" link next to the Adobe  file icon and select the "Save target as" menu option.

If you want to save the report within the Liberty Accounts database simply give the report a meaningful name by editing the suggested report name then click the "Save" button. Reports saved within Liberty Accounts can be viewed at a later date via the menu option Reports | View Saved Reports.