Reports

There are a wide range of reports in the Private Funds Manager. For each, a date range can be selected (or whole year taken) and each is displayed initially onscreen for viewing. Reports can then be either printed or exported directly to an Excel spreadsheet for modification or amendment.

Reports fall into 3 main categories:

• Financial Reports

• Reports By Account

• Consistent Financial Reports, Gift Aid Reports & Charity Commission Reports

Please click on report category for further details.

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