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  • First 30 Minutes

Treasury Workflows

  • Groups & Members
  • Fundraising
  • Contributions & Inbox
  • Expenses
  • Reports & Analytics

Administration

  • WhatsApp Processing
  • Account & Security
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Reports

Reports & Analytics

Learn how to generate, understand, and share professional treasury reports.

BeginnerTreasurer
Automatic Formatting
KapuLetu automatically formats reports to look great on both A4 PDFs and standard WhatsApp messages.

Generating a Report

Generating a report workflow
1

Report Types

Daily, Weekly, and Monthly Reports

Fundraising Activity Report

Group & Contribution Reports

Expense & Treasury Statements

Reconciliation Report & Financial Summary

Sharing & Customizing

Downloading PDF Reports

WhatsApp-ready Reports

Sharing & Printing

Customizing Date Ranges