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, click ‘Financial‘.

3. Click ‘Reports‘.

4. Click ‘A/R Aging‘.

Exporting an AR Report

5. Click ‘Export to Excel‘.

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