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How Do I Get a Detailed Report of My Finances?

Having a clear overview of your finances helps you make better decisions for your event. Here’s how to download a full, detailed report.

Written by Anne Fitzsimmons

  1. From your Dashboard, select the ‘Finance’ tab at the top of the page.

  2. Click the ‘Breakdown’ tab.

  3. Set the dates that you want to see a financial report of.

  4. Select the brand you want to see a report for using the drop down menu (leave this as ‘All’ if you want an all-encompassing report).

  5. Click ‘Download CSV’.

  6. Open a new spreadsheet on your chosen program, such as Microsoft Excel or Google Sheets.
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  7. Import the data.

Congratulations, you have successfully generated a detailed report of your finances!

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