4 results found
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Opportunity Expense Report for Funders
When I associate revenue and expenses to an opportunity, I then need to be able to report on all the expenses for that opportunity and the associated attachments.
Why: nonprofits have to send funders a report showing where they spent the money, how they spent the money and proof (attached receipts uploaded to the expenses).
4 votesThere is an option to filter a Statement of Activities by Opportunity. This will give a report of all revenue and expense for the specific opportunity. If a User selects copy to clipboard, the report can be copied to excel.
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Time Comparable for All Reports
Ability to look at a time comparison across all financial reports
2 votes -
Financial Report Drill Down
From Financials, you cannot drill down into a transaction
2 votes -
Multiple Transaction Reports (all deposits in Sept.)
Cannot locate any reports or any query options for multiple transactions; for instance running a query for all deposits made in September.
0 votesTransaction reports can be created in Reporting. Please reach out to support if you need additional help creating reports.
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