6 docs tagged with "reports"

Dig into every donation with transaction-level clarity, including campaign, fund, and payment details plus key metrics

Get a bird's-eye view of every donor with lifetime, year-to-date, and recent giving activity plus instant filters and KPIs

Quick health-check of inflows and outflows for each GL Account - a lightweight income statement that's always one click away

View every debit and credit posted by the system with rich context for auditing transactions and troubleshooting imbalances

Transaction‑level view of every charge with GL & Fund context—perfect for reconciliation and drill‑downs

One-page reality check that debits equal credits across all account types - essential for period closing and QuickBooks exports