Activity Report
This report is a legacy report that shows all members of the Local that have Charges or Credits applied to their record. This Report is sorted by Bargaining Unit then Last Name/First Name. The Second to last page of the report shows a breakdown of Monthly Per Capita Charges.
Detail Sections Columns Detail
Activity –
SUSP (Suspended), IN SER (Armed Service Card Granted), PD THR (Previously Initiated and charged 6 months PCT/DBF in advance), INIT (Initiated), REIN (Reinstatement), RESIGN (Resignation), REC MA (Record Manual Adjustment from International Office), CC GRA (Clearance Card Granted), CC DEP (Clearance Card Deposited), CLS TR (Class Transfer), ON APP (Paying on Application), FOR (Forfeited), DROP (Dropped)
Activity Date – Date of Corresponding Activity
Amount – Total Amount charged or credited to Local for Activity. If no activity is listed, normal PCT/DBF Charges are applied based on Membership Class
Class – Member Class / Sub Class of the Member
Member Name – Member Last Name and First Initial
Member ID – Member ID from IMSe
Totals Summary (2nd to Last Page of PDF)
Total Breakout of Charges Listed
Total Breakout of Member Counts Listed
Applicants are those Paying on Application
Non-Members are Employees being Charged PCT Based on Dues Payment Amounts
Daybook Report
This is a detailed report similar to the Activity Report showing all members being charged or credited based on their Local Union Membership Status.
Totals Summary
The First Page of the Report will show the Total Charges for the Local Union broken down by Fee Type
Detail Sections Columns Detail
Member ID – ID of the Member
Member Name – Last Name, First Name of Member
Class – Member Class
Activity – Last Activity Processed
Status Date – Status Date of Activity on Row
APF – Application Processing Fee
RIN – Reinstatement Fee
CLR – Clearance Card Fee
BU – Billable Units
PCT Charged – Per Capita Tax Charged
DBF Charged – Death Benefit Fund Charged
Total Charged – Total Amount Charged for the Row
Members could have multiple rows based on Activity processed throughout the Reporting Month and the charges associated with that activity.
Members with No Activity will be in green text with one asterisk on the left of the row.
Members with Activity will be in blue text with two asterisks on the left of the row.
Members who have dropped during the Daybook Run will be in Red Text and will have three asterisks on the left of the row.
Current Charges Report
This is a breakout of only the Members with Activity Processed During the Reporting Month. Please see Daybook Report for details on this report.
Correspondence Report
This document should be sent in with your Per Capita Check as a Cover Letter showing everything you are sending to the International Office. This document also shows the status of the Local Unions Checklists and Government Reports.
Invoice
Total Charges created for Local Union during Reporting Month.
Invoices are found in Member Management – Daybook Statement
Member Variance
This report will show any Member Count Variances between the Membership Search, Flow Report, Reconciliation Report and Activity Report. This report should always be blank, if it is not, the International Union is aware and will investigate the reason as to why there is a variance.
Reconciliation Report
This report is helpful when wondering “Why is my Per Capita Charge different?”
This report shows a breakout of how the PCT and DBF Charges are created. It is important to note APF, Reinstatement Fees, and Clearance Card Fees are NOT included in this report.
Page 1: Summary of Count, PCT and DBF Charges by Member Class with Subclass Descriptions
Other Adjustments Totals are from all following Pages which detail