Use the Custom Financial Report to include or exclude specific financial details based on your reporting needs. This report provides more flexibility than pre‑created financial reports.

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