Use the Financial Reports Center
Open Reports from an Association Admin or Secretary dashboard, or Financial Reports from a Treasurer dashboard. The page initially uses This month and calculates its sections for the current association.Review the page
Begin with the headline cards for collected, outstanding, overdue, and finance health. Continue through the overview trend and the detailed sections for collections, dues compliance, aging, member insights, campaigns, payment channels and fees, and ledger movement.Use the period choices at the top to recalculate the page. Select the refresh action when recent Finance work should be included. On a smaller screen, scroll horizontally through the period choices and vertically through the report sections.
Some tables and cards show a focused preview of the available rows. A CSV export can contain the complete data prepared for that report when your role has export access. See Export financial reports to CSV.
If the page cannot load its first report bundle, select Retry. Troubleshoot financial reports explains missing access, empty sections, and export problems.