Money Tracking Reports

Jennifer Sneider Updated by Jennifer Sneider

While in Money Tracking, click Reports on the top navigation bar to access Reports. 

Click Generate Report in line with the Report you want to view.

Note: When a report generates, it opens a new tab where you can print or save the report as a PDF. 

Here is a brief description of each Report:

Cost Report is a copy of the Cost Report page.

Vendor List is a list of existing Vendors with their information.

Purchase Order Form lists the details of a specific Purchase Order.

P-Card Form lists the details of a specific P-Card Envelope.

P-Card Form (Landscape) lists the details of a specific P-Card Envelope that generates in landscape mode.

Check Request Form lists the details of a specific Check Request.

Petty Cash Form lists the details of a specific Petty Cash Envelope.

Petty Cash Form (Landscape) lists the details of a specific Petty Cash Envelope that generates in landscape mode. 

Assets Report is a list of existing Assets with their information and photos.

Pro Tip: You can also create a report of your sorted or filtered Payments on the Payment Index or Asset Index.

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