ChurchTrac has made it easy and simple to manage your ministry's finances. We know that one of the most important aspects of managing finances is generating reports.
Below is an overview of the different places in the Accounting Screen where you can find these reports and what reports you will find there.
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There are several ways to get accounting reports from ChurchTrac.
You can generate any report within seconds. This will initially display the report in your browser. From that screen, you can print the report or save it as a PDF.
However, most reports can be downloaded as a CSV file, putting the report in the form of a spreadsheet. This file can be edited, meaning you can arrange the data any way you like. It also means you can combine files or add/remove data yourself. Essentially, you can create customized reports this way.
The Reports menu on the Accounting Screen's toolbar gives you access to a Balance sheet, Income Statement (also called a profit/loss statement or statement of revenue and expense), and various Category and Fund reports.
Other than the Account Register Report, all accounting reports are not account-specific and will include all categories and funds for all bank accounts.
You can also click Search on the Accounting Screen's toolbar to enter criteria for the items you are looking for, then generate a report with those results.
All budget-related reports can be accessed from the Budget Screen by clicking Budgets on the Accounting Screen's toolbar.
These reports include a Monthly Budget Analysis, a Budget vs Actual report, and Projected Budget report, as well as others.
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