This article will guide you through creating a report summarizing your accounts receivable.

Accessing Financial Reporting

1. Log in to your Member365 Administrator Dashboard.

2. On the top bar, hover over ‘Financial‘.

3. Hover over ‘Reports‘ in the dropdown that follows, then select 'A/R Aging'

Exporting an AR Report

4. Click ‘Export to Excel‘.

Congratulations, you have created a report summarizing your accounts receivable!