Income Allocation Reporting

If you have set Compass-360 up so that income can be allocated to specific funds, you can run reports to see which funds the income has been allocated to.

1. Navigate to the Queries module.
2. Select Income => [0054] Between Dates Received.
3. Click the Run Query button.
4. Select the date range for the income you would like to display on the report. Click Apply.
5. When the report is run, you will see all the income received between the selected dates. You will see columns to the far right listing the funds that each income entry has been allocated to.