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 your 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

This is useful for reconciling payments in OpenWater with your credit card processor.

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.

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