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Reports

Collector turns your payment records into finance-grade reports your committee can act on — built on demand from the Reports page, or generated automatically on a schedule and emailed to admins.

The report builder: period, format, and section selection

One-click packs​

At the top of the Reports page sit two one-click packs — formal, board-ready PDFs with a cover page, curated for the moment they're used:

  • AGM / Year-End Pack — pick the fiscal year and download. Leads with the statement of accounts (total income vs total expenditure and the surplus/deficit), then collections, expenses by category, arrears aging, top debtors, participation, and campaigns. The cover page carries signature lines for the chairperson, treasurer, and secretary.
  • Month-End Pack — the month's statement of accounts, collections, expenses, and every payment recorded in the month.

Both can be downloaded or emailed to all admins in one click.

Plan availability

The Month-End Pack is included on every plan. The AGM / Year-End Pack, preset reports, and the report builder are available on Growth and above; custom sections and date ranges require Pro.

Building a report​

The Reports page walks you through three steps:

  1. Period — choose the month or the fiscal year to cover. Annual reports respect your configured fiscal year start (Settings), so a September– August church year reports as one year.
  2. Format & generate — pick PDF (the formal, presentable report), Excel, or CSV (the raw data for further analysis).
  3. Sections — choose what the report includes.

What the reports contain​

Monthly report

  • Consolidated view: who paid, and for which product, in the month.
  • The individual payment entries for the month.

Annual report

  • Total payments per product across the fiscal year, with breakdowns.

Analytical sections (availability depends on your plan)

  • Statement of accounts — total income (collected) vs total expenditure (approved expenses) and the resulting surplus/(deficit).
  • Expenses by category — approved expenditure per category with share of total.
  • Collection rate — expected vs. collected, per product.
  • Arrears aging — how old outstanding arrears are.
  • Participation — how many enrolled members actually paid.
  • ARPU — average revenue per member.
  • Month-on-month growth — the collection trend.
  • Fundraising campaigns — target, pledged, raised, and pledge fulfillment for every campaign overlapping the period.

Delivery​

Generated reports are emailed to admins rather than stored on the server — your report archive lives safely in your inbox, and the server keeps lean. Make sure SMTP is configured in Settings.

Automated monthly reports​

On the Growth plan and above, the monthly report is generated and emailed to all admins automatically at the start of each month — no one has to remember, and there is nothing to configure beyond working SMTP settings.

Month-end routine

With automated reports plus automatic reminders, a typical month needs no manual bookkeeping at all: payments are recorded as they happen, arrears are chased by SMS, and the report is in the committee's inbox on the 1st.

The dashboard​

For day-to-day monitoring (rather than formal reporting), the Dashboard shows your key numbers live: amounts collected, arrears, member counts, and the 12-month collection trend.