View your organization's financial reports

All Roles

The Financial Reports page gives administrators a complete view of the organization's finances. It is organized into six tabs, each covering a different aspect of financial data. All report tabs support CSV export and load data fresh each time you switch to them.

Prerequisites

You must be signed in as an Admin or hold the specific permissions listed below. If the Reports page is not visible in your navigation, contact your organization administrator.

Permissions by tab

Tab	Required permission	Typical roles
Family Balances	family_account.view_all	Admin, Coordinator
Transactions	family_account.view_transactions_all	Admin, Coordinator
Scholarships	scholarship_requests.view_all	Admin, Coordinator
Outstanding Balances	family_account.view_all	Admin, Coordinator
Audit Log	system_admin.view_audit_logs	Admin only
Worker Performance	Admin role	Admin only

Open the Reports page

1. Sign in as an Admin.
2. Click Reports in the main navigation.
3. The page opens on the Family Balances tab by default.

To print the current view, click Print in the top-right corner. The print action hides navigation and controls so the table fills the page.

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Family Balances tab

Shows every family account with its current balance, program association, and active status.

Summary cards

Four cards appear above the table:

Card	What it shows
Total Families	Count of all family accounts in the report
Total Balance	Sum of all family account balances
Average Balance	Mean balance across all families
Negative Balances	Count of families with a balance below zero

Search and sort

• Type in the Search box to filter by family name or program. The table updates as you type.
• Click any column header to sort. Clicking the same header again reverses the order.

Export

1. Apply your search filter if needed.
2. Click Export CSV.
3. The file downloads as family-balances-YYYY-MM-DD.csv with columns: Family, Program, Status, Balance.

tip

Sort by Balance ascending before exporting to produce a list sorted from the lowest (most negative) balance to the highest. This is useful for follow-up outreach.

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Transactions tab

Shows every individual credit and debit transaction across all family accounts — the full organization ledger.

Filters

Filter	Options
Search	Matches family name or transaction description
Transaction type	All Types, Event Commission, Scholarship Payment, Membership Fee, Manual Credit, Manual Debit, Settlement Reversal
Start date	Restricts results to transactions on or after this date
End date	Restricts results to transactions on or before this date

Filters are applied client-side after the full list loads. Type and date filters trigger a fresh server request; the search box filters the loaded results as you type.

Summary cards

Card	What it shows
Total Transactions	Count of transactions matching current filters
Total Credits	Sum of all credit amounts in the filtered set
Total Debits	Sum of all debit amounts in the filtered set
Net Change	Total Credits minus Total Debits

Display limit

The table displays up to 200 rows. If your filter matches more than 200 transactions, a note appears below the table. Narrow your date range or apply a type filter to see a smaller result set, then export to get the full data.

Export

Click Export CSV to download the filtered results as transactions-YYYY-MM-DD.csv with columns: Date, Family, Type, Description, Credit, Debit.

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Scholarships tab

Shows all scholarship requests submitted across the organization, along with their current status and payment details.

Filters

Filter	Options
Search	Matches family name, recipient name, or payee
Status	All Statuses, Pending, Approved, Paid, Denied
Start date	Requests submitted on or after this date
End date	Requests submitted on or before this date

Summary cards

Card	What it shows
Total Requests	Count of requests matching current filters
Total Amount	Sum of all requested amounts
Paid Amount	Sum of amounts with status Paid
By Status	Counts for each status in the filtered set (e.g., pending: 3, approved: 1)

Table columns

Each row shows: Date, Family, Recipient, Payee, Purpose, Status, and Amount.

Export

Click Export CSV to download as scholarships-YYYY-MM-DD.csv with columns: Date, Family, Recipient, Payee, Purpose, Status, Amount.

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Outstanding Balances tab

Identifies families whose balance is at or below a configurable threshold. Use this tab for collections follow-up or end-of-season reviews.

Set the threshold

1. Enter a dollar amount in the Balance Threshold ($) field. The default is 0.
2. The table updates automatically to show only families at or below that amount.
3. Use increments of $50 for quick adjustments (the field steps by 50).

Example: Enter 100 to see every family with a balance of $100 or less — including all negative balances.

Summary cards

Card	What it shows
Families Below Threshold	Count of families at or below the threshold
Total Outstanding	Sum of balances for those families
Threshold	The current threshold value

Export

Click Export CSV to download as outstanding-balances-YYYY-MM-DD.csv with columns: Family, Program, Balance.

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Audit Log tab

A paginated, chronological record of every significant action taken in the system — who did what and when. This tab is visible to Admins only.

note

Audit log entries are read-only. No one can edit or delete them.

Filters

Filter	Options
Search	Free-text search across action descriptions
Entity type	All Entities, Scholarship Request, Transaction, Event, Family, User, Settlement, Fund

Changing the search or entity filter resets to page 1 automatically.

Pagination

The log loads 50 entries per page. Use Previous and Next buttons to page through results. The entry count below the table shows how many entries are on the current page. If the current page shows fewer than 50 entries, you are on the last page.

Export

Click Export CSV to download the current page as audit-log-YYYY-MM-DD.csv with columns: Timestamp, User, Action, Entity.

tip

To export a specific time window or entity type, apply filters before exporting. Each export covers the current page only (50 entries). For a large date range, page through and export multiple times, or contact your platform administrator for a bulk extract.

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Worker Performance tab

Shows per-family worker participation statistics for all events worked through the organization.

What the table shows

Column	What it shows
Family	Family account name
Assignments	Total number of worker slots assigned
Attended	Number of assignments where the worker checked in
No-Shows	Assignments where the worker did not appear and did not cancel
Cancellations	Assignments cancelled by the worker
Attendance Rate	Attended divided by Assignments, displayed as a percentage with a badge
Reliability Score	A composite score (0–100) factoring attendance and cancellation patterns

Sort and filter

• Click any column header to sort. Click again to reverse.
• Use the Min Assignments field to exclude families with fewer than a specified number of assignments. Default is 1.

Drill down into a family

Click any row to expand it and see that family's full event-by-event history. Each expanded row shows the event name, date, worker name, stand number, and individual attendance status.

Click the row again to collapse it.

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Related guides

• Family Balances Report — detailed guide for the Balances tab
• Review Scholarship Requests — approving and processing scholarship requests
• Worker Performance — standalone worker performance guide
• Audit Log — detailed guide for the Audit Log tab
• Settle Events — how settlement generates the transactions you see here

Next Steps

• Getting Started — New to StandShare? Start here
• Reference — Look up terms and statuses