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How to download a Monthly Report

Every month BetterNow supplies a monthly report containing data and financial overview of the month's fundraising activities.

 

These monthly reports are located in your Dashboard and can be downloaded in several formats by any user with Administrator och Accountant status.

 

Here is a guide on how you find and download the monthly reports.

 

After logging in to your organisation page click on "My Dashboard" located in the top right corner of the page.

 

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 On the left side of your Dashboard, you will find a menu containing all the different categories related to your organisation page. Chose "Reports" to access a list of all monthly reports.

 

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You will now see a list of all the monthly reports that have been made for your organisation. Chose the report you want to download by clicking on the Report number or the month. 

 

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On the report page, you will see the total amount that has been collected for the month as well as a Financial overview.

At the top of the page, you will see several options for downloading the report that contains far more details and data than the report page.

 

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Click on the box with the format you prefer.

(In this support article the Excel format is used as an example).

After downloading the report you will see that the report contains two tabs. One with the financial overview of the fundraising and one with detailed donation details.

 

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