The Custom Financial Report allows you to create a report to include or exclude specific information. While the pre-created reports offer a quick view at some key pieces of financial date, this report will allow you to tailor the report to your individual needs.

To run a custom financial report:
  1. Go to Finance tab
  2. Select New Custom Financial Report
  3. Select Column Names to include
  4. Select Transaction type to include in report
  5. Download to CSV
Note: Each saved custom financial report now has a unique number. It can be used by CCM API to retrieve a custom financial report thru For more information please refer to API: Integrating with CCM 
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