Reports at a glance
What is in Reports, who can see it, and how to read the overview tiles for any period.
Saved reports and CSV exports
Open the four ready-made reports (Operations, Inventory, Membership and Impact), choose a period and export them to a spreadsheet.
Sessions and cash-ups
Look back at every session's loans, returns, people and takings, and check each cash-up and handover note.
Money and the Gift Aid schedule
See what was charged, paid and waived, how people paid, and export the Gift Aid schedule for donations.
The funder report
Print or save a one-page report of real numbers (households reached, children by age, toys lent, sessions held) for funders and trustees.
The audit log
Read the permanent record of settings changes, money corrections, exports and other sensitive actions, filter it, and download it.