Connection Card Pro Help & Documentation

Last Updated: Jun 13, 2023 11:13 AM

Auto Generated Financial Reports

Connection Card Pro offers the ability to Auto Generate and Email all our preset financial Reports! Have your reports auto generate and automatically emailed to yourself and any team members monthly, quarterly or annually, saving you even more time!

Quickly generate Balance Sheets, Income Statements, Tag reports, Donor reports, Giving Statements, Vendor/Payee Reports, and Tax Statements of Other Expenses and set up to auto generate and email with just a few clicks!

To Create an Auto Generated 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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