All features · Insight
Reports
Financial statements, saved reports and exports.
What it does
- Income and expenditure, balance sheet and fund statements
- Saved reports with a schedule and email delivery
- CSV and PDF export
Who can use it
Staff in these roles: administrators, treasurers, assistant treasurers, finance officers, auditors, PCC members, churchwardens, the vicar, data-entry clerks. Administrators can always open it. The database decides which records each role may read, create or approve.
What it works with
saved reports.