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Read reports and protect downloaded files
Start with the question Use event reports to review contributions, outstanding pledges, cash, budget variance and guest responses. Compare periods, channels and currencies consiste
Start with the question
Use event reports to review contributions, outstanding pledges, cash, budget variance and guest responses. Compare periods, channels and currencies consistently. Verified receipts, allocations, unallocated credit and supplier payments answer different questions.
Choose the available format
Use the export controls offered on the relevant report. Statements and receipts may offer PDF; tabular records may offer spreadsheet or CSV downloads. The format does not change your permission to view the underlying information. Apply the report filters before downloading and inspect the file’s headings and totals.
Reconcile and store securely
Compare totals with source receipts and bank or mobile-money evidence. Keep each currency separate unless an explicit stored conversion applies. Downloads can contain personal and financial information: send only to authorized people and remove copies from shared devices.