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Annual Reports
I know this question has been asked before but I never did
see any examples of club annual reports posted. I know
everyone might be a little concerned with posting actual
information but would anyone be willing to just share a
general template for a report? I am trying to get one for
my club put together in the next couple weeks and would like
to get some ideas of what to include in the report.

Thanks for your help.

Andy
My club doesn't create an annual report so can't help there. Club members have access to all reports on Bivio and can print/view them whenever they desire.


At 02:55 PM 1/18/2010, you wrote:
I know this question has been asked before but I never did
see any examples of club annual reports posted.  I know
everyone might be a little concerned with posting actual
information but would anyone be willing to just share a
general template for a report?  I am trying to get one for
my club put together in the next couple weeks and would like
to get some ideas of what to include in the report.

Thanks for your help.

Andy
Cherilyn J. Peay
PO Box 1408
Bernalillo, NM  87004-1408
(505) 867-4379
(505) 867-4224 fax
Same here, my club doesn't do an annual report.  Everything that they need is on Bivio.  I do send out an email each month the day before the online meeting with most of the Bivio reports pasted in it.  Our broker statements are online also.
 
John Rice
ABODI Investment Club

 


From: Cherilyn J. Peay <cpeay@comcast.net>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Mon, January 18, 2010 3:04:13 PM
Subject: Re: club_cafe: Annual Reports

My club doesn't create an annual report so can't help there. Club members have access to all reports on Bivio and can print/view them whenever they desire.


At 02:55 PM 1/18/2010, you wrote:
I know this question has been asked before but I never did
see any examples of club annual reports posted.  I know
everyone might be a little concerned with posting actual
information but would anyone be willing to just share a
general template for a report?  I am trying to get one for
my club put together in the next couple weeks and would like
to get some ideas of what to include in the report.

Thanks for your help.

Andy

Cherilyn J. Peay
PO Box 1408
Bernalillo, NM  87004-1408
(505) 867-4379
(505) 867-4224 fax