Organization Wide Reports

This article will show you how you can review all invoices and transactions across multiple sites.  The report that is generated combines all of your sub-accounts into one.

This report is seen by the Org Account Owner as well as the Org Account Admin.

To locate and review the report follow these steps below. 

Step 1: Locate the reports

  • Click on your name in the top, right-hand corner
  • Then click Manage Account

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Step 2: Choose a report

  • At the top, you will see a section for Account Reports with three options:
    • Membership
    • Invoices
    • Transactions

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Membership

This report will allow you to search for and sort members across your organization.

It will also display in which of your sites a member has interacted.

This is particularly helpful if you troubleshooting an issue with one of your members but do not know from which site they originated.

Invoices

The organization-wide invoices report is exactly that: a report of invoices from all of your sub-accounts. You can use the filters to narrow down your search results and export the data to a CSV file. This report can be helpful if you have been provided an invoice number, but do not know from which sub-account it originated.

This report has an extra column to indicate in which sub-account the invoice originated. 

For more on using invoices, click here.

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Transactions

The organization-wide transactions report will show you all transactions across your subaccounts. You can use the filters to narrow down your search results and export the data to a CSV file. This report will be helpful if you are looking for financial data for your entire organization, not just one sub-account.

This report also has an extra column to indicate in which sub-account the invoice originated. 

For more on transaction reporting, click here.mceclip4.png
 

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