Connection Card Pro Help & Documentation

Editing Who Auto Generated Reports are Sent To

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!

Editing who Auto Generated Reports are Sent to

From the menu:
Reports > Financial Reports

• Scroll down to the Auto Generated Reports section.
• Click on “Users” and click or unclick any changes needed.
• Click “Send” to Save.