All help · Reports and accounting
Who gets reports
To send reports to the board, go to Reports, press Who gets reports, add each person with their email, and press Add.
Show meA walkthrough inside your club. You sign in first.
- Go to Reports and press Who gets reports.
- Under Add someone, type their name and email, and their role if you like, such as President.
- Tick what they get: the monthly report on the 1st, meeting summaries, or both.
- Press Add.
- To add your accountant, fill in Your accountant on the same page and choose how often.
Each email carries a private link to that report, which works for 60 days. They never need a login.
If something goes wrong
Someone did not get the report
Check they are on the list with Yes under Monthly report, and ask them to look in spam. Press Send this month's now next to their name to send it again.
Someone stopped the emails
A person can stop them from the link in any report. The page lists who did. Add them again only if they ask.
I cannot add anyone
Only an owner or the treasurer changes who gets reports.
Good to know
- The owner and treasurer always get the reports.
- Remove someone and their links stop working.
- Your accountant gets the report, every payment as a spreadsheet and the totals. See for your accountant.
Questions people ask
When does the monthly report go?
On the 1st of each month, for the month just ended.