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