Receipt reporting

Review the financial transactions processed in your 360Alumni community in the Receipt Reporting section. Use it to view monthly revenue statements, download transaction details, and filter individual payments across Campaign donations, Event revenue, and Membership payments.

Open Receipt Reporting

1. Go to Admin >  Manage Community > Receipt Reporting.

Receipt Reporting summarizes processed financial transactions by type, including donation revenue, event revenue, and membership revenue. Customize the fields in the report to display the information most relevant to the 360Alumni features your community uses.

Review monthly revenue statements

The Revenue tab lists a statement for each reporting month.

1. Open the Revenue tab.
2. Click a month to open its statement.
3. Review the statement details, including:
   • Your community's fee schedule
   • Total platform fees charged during the month
   • A summary line for each Campaign, Event, and Membership type with transactions during that month
   • The Net to Client amount

The Net to Client amount is transferred to your designated account by ACH during the first week of the month.

To save a copy of a statement, click the download option at the bottom of the statement window to download it as a PDF.

Download monthly transaction details

Download a CSV of every transaction included in a reporting period from the Revenue tab.

1. Find the month you want to export.
2. Click the download icon at the end of that month's row. The CSV file will be downloaded to your computer.

Use this export when you need line-by-line transaction details for any given statement period for reconciliation or financial reporting.

View individual transactions

The Transactions tab lists every individual financial transaction processed in your community.

1. Open the Transactions tab.
2. Apply date filters to limit the reporting period, or search by a person's name or a transaction amount.
3. Export the data as shown in the table when needed.

This view helps you find and review specific donation, Event, or Membership transactions without opening a monthly statement.

Related articles

• ACH Transfer Form
• Creating & managing events in 360Alumni
• Creating a paid membership program in 360Alumni
• Creating and Promoting fundraising campaigns in 360Alumni