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Where to Run Reports

Financial Reports, custom reports, analytics, and other report screens — there is no Admin → Reports page.

There is no Admin → Reports page. Reports live next to the work they belong to.

Financial reports

Go to Financial Dashboard → Financial Reports. Tabs include Budget vs Actuals, Income Statement, Balance Sheet, Cash Flow, Custom Reports (when enabled), and Settings. Full walkthrough: Financial Reports.

Other report-style screens

  • Admin Tools → Custom Reports — same Custom Reports tab on Financial Reports.

  • Admin Tools → Dashboard Settings — layouts for the member Dashboard (Pro). Custom Dashboards.

  • Admin Tools → Portal Analytics — page views and engagement, not the general ledger.

  • Messaging → Email Reports — delivery and send history.

  • Elections, ACC, violations, and autopay each have their own reports inside those tools.

Need more help? Just ask!

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