1. “Push” Monthly Statements
Designated recipients (see DV screen)
This happens at the end of each accounting period (generally around the 5th of the following month)
Navigate to:
Report Tools>
Report Manager>
Administration Tab
Let’s talk about push…
Designated recipients will be the default for the ‘push’. These are listed in the DV screen as receiving copies (1 or 2) . If this should be different—see your COMM TEAM member ASAP to have this changed in PS before the July statement distribution.

3. Under “View Reports For” set “Last” to 30 days.
Click REFRESH button and you will see the reports that you ran (or were run for you) in the last 30 days.

4. “Push” Monthly Statements
Click SAVE to have 30 days be your default period
Select the report you want to see and click the blue VIEW link

5. This will bring up the monthly statement in an Excel window.
This is the report. (trainers may want to mention that there are alternate configurations and they are in your basic handout).
Click on the blue link by the report you want to view, in this case, NURS xls
This will bring up the monthly statement in an Excel window.

6. The tab titled Summary is your summary view. The Exp Details..

7. Shows the transacations included in the summary totals.