Connection Card Pro Help & Documentation

Financial Reports

Connection Card Pro offers several options for preset Financial Reports! When expenses and income, such as individual’s giving, is recorded manually, or automatically through online giving, a record is automatically created in your ledger, giving your database the ability to quickly generate your financial reports through our preset report options!

Quickly generate Balance Sheets, Income Statements, Tag reports, First Time Donor report, Donor reports, Giving Statements, Vendor/Payee Reports, and Tax Statements of Other Expenses with just a few clicks!

These financial reports can be set to auto generate and emailed to selected users monthly, quarterly, or annually.

To Create a New Financial Report

From the menu:
Reports > Financial Reports

• Select an option from each drop-down menu and fill out any subheadings or information needed along with checking any boxes needed.
• Check box if you would like this report auto generated and emailed to you or any team members each month, quarter or annually. Then select those who should receive these automated reports below. If you do not see the person listed you are looking for you will need to add them as an Admin.
• Click on Generate Report