Report on Funds Received

Reporting on funds being received into your club bank account is simple.  Follow these steps:

Step 1 - Once you have logged in, Select Reports 

Step 2 - From the Reports menu select 'Finance'

Step 3 - A series for Finance Reports will be displayed. Select Funds Received

Step 4 - Click and drag the fields you wish to report on into the 'Selected Fields' area.

Suggested Fields are as follow:

  • Product - The registration product purchased
  • Payment For - The name of the member the payment was made for
  • Payment Date - The date the member made the payment
  • Date Funds Received - The date the money was transferred into your club/association account
  • Money Received (after fees) - The total sum received into your club/associations account after all fees have been paid to SportsTG

NOTE:  Additional filters for each field may be set if required. 

Step 5 - Once you have selected all the fields you wish to report on, decide on your sort and grouping order under 'options' section

Step 6 - You can then choose how your report is formatted, or to save the report, under 'Report Output' and 'Saved Reports'. To view the reports select 'Run Report'.

 

 

Was this article helpful?

Share this article

Have more questions? Submit a request

0 comments

Please sign in to leave a comment.