Where can I download the various financial reports?

Who has access to your Financial Reports?

To access the ‘Financial Reports’ in the platform, the individual must have the relevant role granted to their ‘Profile’ and ‘User Account’.

The standard roles that has access to the ‘Financial Reports’ are:

• 'Super Admin'

• ‘Finance Admin’

Note: There aren’t any limits to the number of roles that an individual can be granted. So, if someone requires multiple roles, the Super Admin can do this at their convenience. Some organizations also have bespoke rules, so there may be additional roles that also grant access to the 'Finance' admin section.

Where can I find the Finance Reports?

You can find your ‘Financial Reports’ in two locations: ‘Finance Admin’ and ‘Custom Reports’.

Reports in the ‘Finance Admin’ area

Stripe

• Revenue Report

• Deferred Revenue Report

• Payouts

Invoice

• Revenue Report

Reports in the ‘Custom Reports’ area

• Sanctioned Events Finance Report

• Add On Financial Report

• Donation Report

How do I access the ‘Finance Admin’ area?

Before you start, make sure you have the relevant role in order to access the ‘Finance Admin Area’.

1. Login (make sure you switch into your organization account)

2. Click ‘Finance Admin’ (if you don't see this, you don't have a required role)

3. Click ‘Stripe’ (or ‘Invoice’ if you want to access the ‘Invoice Revenue Report’)

4. Select one of the ‘Merchant Options’

5. Select a tab (Revenue Report, Deferred Revenue Report, Payouts)

6. Select the date range and click ‘Download’

How do I access the ‘Custom Reports’ area?

1. Login (make sure you switch into your organization account)

2. Click ‘Custom Reports’ (again, your role may dictate whether or not you have access to this section of the Platform)

3. Locate the report

4. Select the date range

5. Click the ‘XLS’ icon button to download the report

Why do some Financial Reports appear in Custom Reports?

Financial Reports in the Custom Reports section are an amalgamation of all payment types, whereas, the ‘Finance Admin’ reports are split into the payment type ('Stripe' or ‘Invoice’) for each 'Merchant' that is configured. The ‘Custom Reports’ will provide a summary of financial transactions for a specific area/ item. An example of this would be the ‘Add On Financial Report’ and this report will provide a summary of financial transactions relating to the ‘Add On’ you have selected e.g. Membership.