How do I download Financial Reports?

How do I download Financial Reports?

  1. Click Dashboard
  2. Click your Attendee Module
  3. Click Reports button
  4. Click the Financials tab
    • There are a variety of financial reports available.
  5. Click the Go button beside the report you wish to run.
    • This will download an excel type file to your computer.

    • Related Articles

    • How to run overall financial reporting for reconciling transactions?

      The financial reporting area allows you to view your revenue across multiple modules. Click Dashboard Click Financial Reporting in left-side menu Pick your date range - a full year or even just a single day if you want to reconcile transactions for ...

    • How to download video files?

      NOTE: Videos cannot be downloaded in bulk and must be downloaded one-by-one. Click Dashboard Click Speaker module Click Reports button Click Presenters tab Click Go for All Presenters #2 report Click Advance Click Download Excel In the list of ...

    • How to Download the list of Contacts?

      There are two (2) different methods for downloading a list of Contacts. 1. You may use the Reports section or 2. use the Manage screen filters. Downloading Contacts from the Report section Click Dashboard Click Contacts Module Click the Download ...

    • Corporate Membership Reports

      To download Corporate Membership data there are a variety of reports and graphs within the Corporate Membership module available. To pull Corporate Membership Financial data, use the Overall Financial Reporting section to reconcile Corporate ...

    • How to download presenter headshots?

      NOTE: For this download, we presume on your contact profile form, there is a picture field where contacts uploaded a photo. Click Dashboard Click Speaker module Click Reports Click Presenters tab Click Go button for #2 All Presenters Click Download ...