Reports and Downloads
Board reports, scheduled emails and all your data in one download.
The organization report
Open Reports (needs the Reports right) and pick a period of up to two years. For each department it shows the opening balance, contributions, expenses and closing balance, then the largest groups of the period. Contributions count from the day they were approved; expenses from the day the money was spent, fees included.
Pick a department instead of the whole organization to see each of its groups, with their treasurers and targets.
Download either report as PDF, Excel or CSV. The PDF is on your organization's letterhead; with Report branding on, it carries your logo.
Scheduled emails
On plans that include it, Scheduled emails → Add a schedulesends the organization report (or one department's) every Monday for the previous week, or on the 1st for the previous month, to up to 10 email addresses, with the file attached. Pause, resume, send now or remove a schedule at any time.
Everything at once
Download everything (needs the Reports and Activity log rights) gives your groups, contributions, expenses, people and activity log as CSV files in one zip, on every plan.