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home/Knowledge Base/Reports/Generating Financial (Projects) Reports

Generating Financial (Projects) Reports

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Sometimes organisations would like the option to view an entire breakdown report of all their projects.

To generate a report visit the reports page by clicking on the “Reports” tab in the top navigation and then click on any of the menu items that based on which Report your are looking for.

Report Date Range:

Before you generate a report, ensure you select the appropriate date range for your desired report.

This can be done by selecting a date range from the date picker in the top right corner: 

Exporting to Excel:

You can also export the data to Excel by clicking on the “Excel Export” button.

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Reports
  • Generating Financial (Projects) Reports
  • Submitting & Generating an IT3D File for SARS Section 18A Submission
  • Viewing all Receipts for a Donor
  • Generating Financial (Receipt) Reports
  • Viewing all Section 18A Tax Certificates for a Donor
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Reports
  • Generating Financial (Projects) Reports
  • Viewing all Section 18A Tax Certificates for a Donor
  • Generating Financial (Receipt) Reports
  • Viewing all Receipts for a Donor
  • Submitting & Generating an IT3D File for SARS Section 18A Submission
All Categories
  • Donors
  • Mobile App
  • Projects
  • Receipting
  • Reminders
  • Reports
  • Section 18A Certificates
  • Settings
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  • Users

  Generating Financial (Receipt) Reports

Viewing all Receipts for a Donor  

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