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Financial Reporting

Financial reporting allows Admin and Superadmin users to see a breakdown of all transactions made in POODL.

To use this feature, simply:

  1. Navigate to the left-hand pane and select “Reporting”.

  2. Select the Parish financial data that you want to view (NOTE: Only Superadmins can run a report for all Parishes. Admins are limited to only viewing financial data in their own Parish)
  3. Select the date range and then ‘Run Report’

A .xls file will immediately download to your computer.

Please also note that Read-Only admins cannot access this feature.

 

Updated on August 22, 2023

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