Financial Reports
The Welcome Home Database provides financial reports to help you track participant charges and payments.
To access the financial reports, select:
Summary Report
The summary report consolidates charge, payment, and participant balance information over your specified time period:
Here is a sample financial summary report:
Charges / Payments
The Charges/Payments report enumerates the participants' charges and payments over your specified time frame:
Here is a sample Charge/Payment report:
Outstanding Balance Report
The Outstanding Balance report allows you to view the balance of participants:
You can view all balances (positive and negative), or just participants with outstanding balances:
Here is a sample Balance report. The report groups participants by residence, and also alphabetically.
