If you run the same reports every week or month, Scheduled Reports and Custom Reports can save you time and keep your finance workflows consistent. You can filter reports by program, accounting class, or period, then export or schedule them for repeat use.
This article is a high-level overview and points you to the step-by-step guides in the Dashboards & Reporting collection.
What you’ll find in this article
When to use scheduled reports versus custom reports
Common finance filters to use for accurate reporting
How exporting typically fits into finance workflows
Links to the detailed setup and usage articles
Scheduled reports versus custom reports
Both tools help you standardize reporting, but they solve different problems.
Scheduled reports
Scheduled reports are best when you need:
The same report delivered on a recurring cadence
A consistent close package for monthly or seasonal reporting
Regular exports for reconciliation or compliance
Example use cases:
Weekly Outstanding Payments report for collections follow-up
Monthly Cash Transaction Detail export filtered to a reimbursement date window
Month-end RTAC or RTCC run using consistent fiscal date ranges
Custom reports
Custom reports are best when you need:
A saved report template with specific columns or definitions
Consistent reporting logic shared across staff
A standardized way to interpret financial outputs across programs or classes
Example use cases:
A “Program Revenue by Accounting Class” report template used every close
A shared report definition that finance and leadership review monthly
Common finance filters to use
Whether you are scheduling or customizing, filters are what make the output meaningful. Finance teams most often filter by:
Program
Use this to isolate revenue and payments tied to a specific program.
Common scenarios:
Reconciling one season at a time
Splitting revenue across distinct program types
Accounting class
Accounting Class is often used to mirror external bookkeeping categories.
Common scenarios:
Reconciling Sprocket totals to your bookkeeping system by class
Running separate exports by team or revenue bucket
Period or fiscal date range
Use period-based filtering to keep results consistent for close.
Common scenarios:
Month-end or year-end close
Accrual reporting runs for a specific fiscal year window
Tip: In reports, fiscal year filtering is a manual date range. On the Admin Dashboard, fiscal year is selected using a dropdown in the Financial Overview panel.
Exporting reports for finance workflows
Most clubs export reports when they need to:
Reconcile totals in an external system
Share reporting with leadership or auditors
Maintain documentation for compliance
If your export totals do not match expectations, confirm that the same filters were used each time, especially date ranges, accounting classes, and reimbursement date windows for payouts.
Step-by-step articles
For detailed instructions on building and maintaining scheduled and custom reports, use the guides in the Dashboards & Reporting collection:
Setting up a Scheduled Report
Available Reports in Scheduled Reports
Custom Reports & What They Mean
How to use Custom Reports
Next steps
If you are building a close workflow, start by standardizing your date ranges, programs, and accounting class mappings, then schedule the reports you run most often.
If you run into missing filters, unavailable reports, or permission issues, review Common issues and how to resolve them in this collection.
FAQs
What is the difference between a Scheduled Report and a Custom Report?
Scheduled Reports automatically deliver the same report on a recurring cadence. Custom Reports allow you to save specific report definitions, columns, and filters for consistent use across your team.
Can I export Scheduled Reports automatically?
Yes. Scheduled Reports are designed to deliver exports on a recurring cadence so you can maintain consistent close and reconciliation workflows.
Which filters are most important for month-end close?
Finance teams most often standardize date ranges, Accounting Class, Program, and reimbursement date windows to ensure consistency month over month.
Why don’t my export totals match previous reports?
If totals do not match expectations, confirm that the same filters were used each time, especially date ranges, accounting classes, and reimbursement date windows for payouts.