Exporting a General Spending Report

Exporting a General Spending Report is a straightforward process that allows you to obtain a detailed summary of your financial transactions based on specific criteria.

Step 1: Navigate to the Banking Tab

Begin by navigating to the "Banking" tab, which is conveniently located at the top of your screen. 

Step 2: Access the Reports Menu

To access the Reports menu, click on the "Banking" tab. This action will reveal a dropdown menu. From this dropdown, select "Reports."

Step 3: Select the Spend Report

Within the Reports menu, locate and select the "Spend Report."

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Step 4: Filter the Data

In the Spend Report section, you have the flexibility to filter the data according to your specific requirements. This customization allows you to refine your report based on criteria such as date ranges, Grant or Budget category, and transaction descriptions. Adjust the filters to precisely display the data you need.

Step 5: Export the General Spending Report

After you've fine-tuned your data using the filters, you'll notice an "EXPORT" button or option on the page. Simply click on this "EXPORT" button to initiate the download immediately.


By following these easy steps, you can effortlessly export a General Spending Report tailored to your preferences. This report will provide valuable insights into your financial transactions, empowering you with the data you need for informed decision-making and comprehensive financial record-keeping.