How to Generate Financial Reports

The Financial Reports page allows you to generate various types of financial reports.

For some, such as the Transactions report, you’ll be able to customize the type of information you not only search for but the results you receive. For example, you can generate a list of Transactions within a specific Date Range and then specify the columns of data you’d like to appear on the report.

Other reports, such as the Profit & Loss report, will have a minimal amount of fields like Date Range, for example, or a drop down menu of choices.

When you have determined the report you’d like to generate and have set the criteria, you have some options at the bottom of the screen:

  • Print/Excel Export: Clicking this allows you to print the details to a PDF or export it to Excel spreadsheet.
  • Generate: This option generates the data directly there on the screen for you to view.

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