pulling a specific financial report

's Avatar

natalie

12 Apr, 2019 11:05 AM

Hello there,
A while back, I managed to pull an income report that showed number of memberships sold thus farm, total revenue collected thus far this year and balances due.

Look as I may, I now can't figure out how to pull that report again.

Can someone please guide me there?

Thank you,
Natalie

  1. Support Staff 1 Posted by qroth on 12 Apr, 2019 02:16 PM

    qroth's Avatar

    Hi Natalie:

    The only thing that would give you all of that information but perhaps not in the tidiest form would be an invoice export. Go to - Member Assembler --> Export --> Export Invoices. This will give you an export of all invoices for the chosen period and there will be columns for order total, amount paid towards the invoice and overall balance.

    But there are a couple separate on-screen reports that will give you this information.

    If you go to - Member Assembler --> Statistics --> Income Report, that will give you a breakdown of all shares sold and the associated income, but it doesn't include any information on payments made.

    If you go to - Member Assembler --> Statistics --> Dashboard and click on the "$$$" tab, that will show you overall outstanding balances and payment totals by month.

    Q Roth
    Farmer Support

  2. qroth closed this discussion on 12 Apr, 2019 02:16 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac