All help · Reports and accounting
The board report
To get the board report, go to Reports, pick the period, then print it or press Email it to me.
Show meA walkthrough inside your club. You sign in first.
- Go to Reports.
- Pick a month, a quarter or a year from the list at the top.
- Read What to tell the board: a few plain sentences you can read out.
- Press Print or save as PDF to print it or keep a copy.
- Or press Email it to me to get it in your inbox.
- To send it to the board every month, press Who gets reports and add them.
A report for the month just ended arrives by itself on the 1st, for everyone on Who gets reports.
If something goes wrong
A payment I expected is missing
Money counts when it arrives. A check is counted on the day you record it, and a card payment when it reaches your Stripe account.
The board did not get it
Check they are on Who gets reports with the monthly report ticked, and ask them to look in spam.
The figures for this month keep changing
This month is still open, so it says so far. Last month is fixed once it ends.
Good to know
- Board members do not need a login. Their email has a private link that works for 60 days.
- The report covers money in, money owed, members joining and lapsing, what is coming up and what needs the board.
- Your accountant can get it too, with every payment as a spreadsheet. See for your accountant.
Questions people ask
When does the monthly report arrive?
On the 1st of each month, for the month just ended.
Can I see last year?
Yes. Pick it from the list, or press All reports.