Downloading Reports

To download a report, simply navigate to the Reports section along the left side of your screen:

There you will see a list of reports, including the Transaction, Children report, and Parent report. Click on the name of the report you want, click on the "Report" button that appears, and enter the parameters you need:

• Start Date and End Date.
• Activity type - Class, Camp, Aftercare, Manual Invoice, or all together.
• Fields - you'd like to include in the report or just select the 'All' option.

After everything is set, click the "Generate Report" button.

❗The report will be sent to your email when it's ready, so you can download it after that. You will have the choice of an XLS or a CSV file. ❗