This report displays details of exit information captured during the current cycle.
From the Reports menu, select Exits from the sub-menu on the left.
The Exits screen will be displayed.
Click SEARCH. The results will be displayed on the lower portion of the screen.
The following fields will be displayed:
- Surname
- Initials
- ID Number
- Client Structure
- Reference Number
- Company Reference Number
- Exit Date
- Exit Reason
By default, a fixed number of records will be displayed (usually 10). To display fewer or more records on the screen, enter a new value alongside Max Records to View, then click REFRESH.
Use 
or 
to go to the next page or last page of the results.
Use 
or 
to go to the previous or first page of the results.
Click the hyperlinked name to view information about the member.
The Reports - Exit's Details screen will be displayed.
Click RETURN to return to the Exits screen.
Main Umbrella Schemes
If the Report is for a Main Umbrella Scheme, the data will be extracted per Sub Umbrella Scheme linked to the Main Umbrella Scheme, and displayed in one report.
The same information as per the Sub Umbrella Scheme reports is displayed and the information is grouped per Sub Umbrella scheme, and sorted per Scheme code as follows:
- Numeric codes Ascending order
- Alpha codes Alphabetical order
- Combination codes Alphabetical order