Connection Card Pro Help & Documentation

Last Updated: Sep 8, 2023 3:44 PM

Financial Reports

Connection Card Pro offers several options for preset Financial Reports! When expenses and income, such as individual’s giving, is recorded manually, or automatically through online giving, a record is automatically created in your ledger, giving your database the ability to quickly generate your financial reports through our preset report options!

Quickly generate Balance Sheets, Income Statements, Tag reports, First Time Donor report, Donor reports, Giving Statements, Vendor/Payee Reports, and Tax Statements of Other Expenses with just a few clicks!

These financial reports can be set to auto generate and emailed to selected users monthly, quarterly, or annually.

To Create a New Financial Report

From the menu:
Reports > Financial Reports

If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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