How to Report on Fund Totals

Introduction:
This article explains how to generate a report on fund totals received during a particular time frame, such as for the previous year. 

How to Report on Fund Totals

  1. Log into Elvanto as a Super Admin or permission to use financial reports.
  2. Hover over 'Financial'
  3. Click 'Reports'
  4. Click 'Batches'
  5. Select the date range, such as 'Last Calendar Year'
  6. Select 'Display: Totals by Count'
  7. Select the funds you want to include or 'check all'
  8. Generate the report

 

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