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Documentation

Report Writer: Finance Reports

The following are out-of-the-box reports created with Report Writer.

In addition, any sample report can be duplicated and tailored to your organizations needs. This can be accomplished by using a Template. See Creating an Advanced Report based on a template for more information.

To find these reports, go to Reports > Report Writer.

Account Statement

A statement of a contact's outstanding invoice balances. This report excludes invoices with zero balances, future dates (i.e. pledges), AutoPay invoices, and invoices using the Cash accounting method.

Viewing the Account Statement report example

Invoice Attachment

The Invoice Attachment report can be used as an attachment in a communication template with with any recipient query that has an Invoice Number display column.

Viewing the Invoice Attachment report example

Invoice Detail

Default invoice report, intended for use with Membership (DUES) and Fundraising (FR) invoices. Displays invoice details without any special formatting for events, orders, or taxation. Can be filtered by invoice date, invoice number, bill to contact, or open balance amount.

Viewing the Invoice Detail report example

Account Statement Attachment

A statement of a contact's outstanding invoice balances attached to a communication template. This report excludes invoices with zero balances, future dates (for example, pledges), AutoPay invoices, and invoices using the Cash accounting method.

Viewing the Account Statement Attachment report example

Payment Receipt

Payment detail report that displays information about the specified payment and what it was applied to. Excludes payments that are pending, reversed, voided, or fully refunded.

Viewing the Payment Receipt report example

Print Selected Invoice Detail

Default invoice report, intended for use with Membership (DUES) and Fundraising (FR) invoices. Displays invoice details without any special formatting for events, orders, or taxation. Intended for use in the Print tab of the Invoice detail screen (filtered to InvoiceId specified in the URL).

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Tip

Do not run this report in Report Writer. To use this report on the Print tab, see Using Report Writer invoices on the Print tab of the invoice display.

Viewing the Print Selected Invoice Detail report example

Print Selected Payment Receipt

Payment detail report that displays information about the specified payment and what it was applied to. Excludes payments that are pending, reversed, voided, or fully refunded. Intended to be used from a location where a specific payment ID is passed in the URL.

Do not run this report in Report Writer. To run this report, navigate to one of the following locations:

  • Transactions tab on staff account pages in the Payments section
  • Transactions tab on public user account pages in the Payments section
  • Finance > Pay Central > Find payments using the Find Payments query

To use a custom version of this report in the above locations, see Creating and using a custom payment receipt.

From the Find payments query:

Viewing the Print Selected Payment Receipt report example 1

From the Staff account pages (Transactions tab):

Viewing the Print Selected Payment Receipt report example 2