RakefetOnline-Hybrid and RakefetOnline-CRM offers quite a lot of reporting. (More about reports)
Some reports are specific to CRM permissions and roles.
Below is an outline of reports. Those only available with CRM are indicated.
- Reports
- Database Reports
- Aliyot
- Birthdays
- Anniversaries
- General Labels
- General Envelopes
- Yahrzeit Reports
- Yahrzeit List
- Yizkor List
- Yahrzeit Labels
- Yahrzeit Envelopes
- Notices (Please read here to create and print / email)
- Children / School Report
- Children's Information
- Classes
- Class List
- Receivables
- Activity
- Member Account Status
- Receivables by Account
- Receivables by Family
- Payments and Donations
- Donor Receipts
- Statements
- Thank You Letter / Receipt
- Thank You Letter Log
- General Ledger
- Balance Sheet (CRM Only)
- Chart of Accounts
- Income
- Transaction History
- General Ledger Detail
- Profit & Loss
- Restricted Fund Summary (CRM Only)
- Trial Balance (CRM Only)
- Bank Reports (CRM Only)
- Bank Details (CRM Only)
- Bank Summary (CRM Only)
- Bank Reconciliation (CRM Only)
- Check / Deposit Register (CRM Only)
- Vendors / Employees Reports (CRM Only)
- Payables (CRM Only)
- Vendor Detail (CRM Only)
- Vendor Data (CRM Only)
- Vendor Labels (CRM Only)
- Vendor Envelopes (CRM Only)
- Payroll Journal (CRM Only)
- Budget Reports (CRM Only)
- Actual Amounts (CRM Only)
- Budget Progress (CRM Only)
- Budget List (CRM Only)
- Fundraising Reports (CRM Only)
- Favorites
- Database Reports