Generating a report on fund totals is a crucial task for financial transparency and planning within your organization. This process allows you to track and analyze the funds received over a specific period, such as the previous year, ensuring accurate financial records and informed decision-making. In this guide, we will walk you through the steps to create a comprehensive report on fund totals using Elvanto, providing clear instructions to help you efficiently manage your church's financial data.
How to Report on Fund Totals
- Log into Elvanto as a Super Admin or permission to use financial reports.
- Hover over 'Financial'
- Click 'Reports'
- Click 'Batches'
- Select the date range, such as 'Last Calendar Year'
- Select 'Display: Totals per account'
- Select the funds you want to include or 'check all'
- Generate the report