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Run Financial Reports

Quick Start

📊 Need financial data fast? Choose your reporting method below for instant access to payment and invoice information.

  1. Global reports → 2. GAU-specific summaries → 3. Individual account details

What you'll accomplish: Get complete financial visibility through accounts receivable reports, payment tracking, and outstanding invoice summaries in about 5 minutes.

🚀 Quickstart​

Choose the best reporting approach for your needs:

  1. 🌐 Global A/R Reports - Organization-wide financial overview
  2. 📋 GAU Summary Reports - Category-specific financial data
  3. 👤 Account-Level Reports - Individual member financial details

⚠️ Before You Start​

📋 Prerequisites Checklist
  • Access to Reports tab in Salesforce
  • Permission to view financial data and invoices
  • Understanding of your organization's GAU structure
  • Knowledge of which reports you need to generate

📘 Detailed Instructions​

Method 1: 🌐 Global A/R Reports​

Best for: Organization-wide financial overview and executive reporting

📊 Available Global Reports
Report NamePurposeWhat It Shows
Accounts ReceivableOutstanding invoicesAll open invoices by due date, customer, and status
Payment SummaryPayment activityAll payments received in date range
Aging ReportOverdue analysisInvoices grouped by age (30, 60, 90+ days)
GAU Financial SummaryCategory breakdownRevenue and outstanding amounts by GAU
  1. Open Reports - Search for "Reports" in the App Launcher
  2. Navigate to the Finance folder (or your organization's custom folder)
  3. Select the appropriate report type
  4. Configure filters:
    • Date range (current fiscal year, last 30 days, etc.)
    • Specific GAUs or categories
    • Customer accounts or membership levels
  5. Click Run to generate the report
  6. Export data to CSV or Excel if needed for external analysis

Method 2: 📋 GAU-Specific Reports​

Best for: Category-specific financial analysis and department budgeting

  1. Navigate to General Accounting Units via App Launcher
  2. Select the GAU you want to analyze
  3. Open the GAU record to view its detail page
  4. Access the Related tab and locate:
GAU Report Options
  • 📄 Invoicing Summary - All invoices generated for this GAU
  • 💰 Payment Summary - All payments and adjustments for this GAU
  • 📈 Financial Dashboard - Visual charts and metrics for this category
  1. Click the appropriate summary link
  2. Review filtered data specific to that GAU
  3. Export or subscribe to regular updates

Method 3: 👤 Account-Level Reports​

Best for: Individual member financial details and customer service

  1. Navigate to the Accounts tab
  2. Search for and open the desired member account
  3. Switch to the Related tab
  4. Review financial data in these sections:
💼 Account Financial Information

Invoices Section:

  • Current invoice status and balances
  • Due dates and aging information
  • Payment history per invoice

Payments Section:

  • All payments and adjustment records
  • Payment methods and dates
  • Allocation details across invoices

Account Summary:

  • Total outstanding balance
  • Payment plan status
  • Credit/debit history
  1. Click individual Invoice or Payment records for detailed views
  2. Use account-level Reports button (if configured) for consolidated summaries

✅ How to Know It Worked​

Success Indicators:

  • ✅ Reports generate without errors and show expected data
  • ✅ Financial totals match your expectations
  • ✅ Filters work correctly to narrow down results
  • ✅ Export functions provide usable data files

What to verify:

  • Data accuracy - Spot check a few records for correct amounts
  • Date ranges - Ensure reports cover the intended time period
  • Filter results - Confirm filters are working as expected

🆘 Troubleshooting​

❌ Cannot Access Reports

Problem: Reports tab not visible or accessible

Solutions:

  • ✅ Verify you have Reports tab permissions in your profile
  • ✅ Check that financial object permissions are enabled
  • ✅ Ask admin about custom report folder access
  • ✅ Confirm you're in the correct Salesforce app
❌ No Financial Data Showing

Problem: Reports run but show no or limited data

Solutions:

  • ✅ Adjust date ranges to include periods with activity
  • ✅ Remove restrictive filters that might be limiting results
  • ✅ Verify data exists by checking account records manually
  • ✅ Check sharing rules and data visibility permissions
❌ Export Functions Not Working

Problem: Cannot export reports to Excel or CSV

Solutions:

  • ✅ Check browser pop-up settings that might block downloads
  • ✅ Verify export permissions in your user profile
  • ✅ Try different browsers if download issues persist
  • ✅ Contact admin about org-wide export restrictions

💡 Tips & Best Practices​

Pro Tips for Financial Reporting
  • 📌 Save Customized Filters - Click "Save As" after adjusting reports to create personalized versions
  • 📧 Subscribe to Reports - Schedule daily/weekly A/R summaries for automatic email updates
  • 📊 Use Dashboard Components - Add key charts to Salesforce Dashboards for at-a-glance visibility
  • 🔄 Regular Review Schedule - Set up consistent reporting cycles (weekly, monthly) for better financial management

🔗 Related Actions​