IO Reports - Audit: How to print an Audit Report for pledges, contributions, and/or batches

How to print an Audit Report for pledges, contributions, and/or batches

  1. Go to the Audit Reports page.
    • Using the Navigator Bar, select Reports → Audit.
      -or-
    • Using the Reports Card, select Audit.
      Navigatge_to_Audit_Reports.png
  2. On the Audit Reports page, mark Batch, Contribution, and/or Pledge, depending on your preference.
    Pledge_Audit.png
    • Choose between Type and User as your sorting option.
    • Enter a time span for the transaction start through the transaction end date.
    • Choose selected funds or all funds.
  3. Select the Export button in the upper right corner and then choose between PDF or Excel.
    export_options_screen_with_both_kinds_of_reports.png
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