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Export financial reports of payment transactions to excel
Export financial reports of payment transactions to excel

Download invoice and receipt data from your program

Zack Schwartz avatar
Written by Zack Schwartz
Updated over a week ago

It is common to have to export financial transaction data for each of your programs. This is great for your finance department and yourself as you monitor the revenue that comes in.

To export finance data from a single programs, first navigate to your program.Under the Finance drop down menu, click Download Data.

On the following screen, we have three types of reports you can run.

Summary Report

This is the most common report you will run and contains the standard transaction data that you would come to expect. See sample output here.

Payments Reconciliation Report

Accounting Records Report

This report would be mostly for the accounting department. It contains the report in a format of debits and credits. See sample output here.

Export from Multiple Programs at Once

To export finance data from all programs use the left menu and choose Invoices > Reports.

You will see a list of non-archived programs to choose from. Choose the appropriate programs you wish to export and select one of the options.  This will generate the identical report as above however include transactions from all selected programs.

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