After end of year (for Board):

• Membership → Members → Examiner Claim Summary Report → By Exam Date → From and To (Choose 1st January and 31st December) → For Board

At end of tax year (for HMRC) to Martin:

• Membership → Members → Examiner Claim Summary Report → By Payment Date → For HMRC (From and To dates change automatically)
• Click on Excel icon to export to Excel
• Overwrite existing document
• Examiners End of Tax Year Letter Standard (linked to Excel document)