KapuLetu Logo

Get Started

  • Welcome
  • Account Setup
  • Your Workspace
  • First 5 Minutes

Treasury Workflows

  • Groups
  • Campaigns
  • Contributions & Inbox
  • Reports & Analytics

Administration

  • WhatsApp Processing
  • Account & Security
SupportGo to App →
Reports
Time Based

Generating Time-Based Reports

How to generate daily, weekly, or monthly financial summaries.

BeginnerTreasurer

Time-based reports give you a snapshot of all financial activity within a specific window. These are perfect for presenting at group meetings or sharing in your WhatsApp group at the end of the week.

1

Open Reports

Navigate to the 'Reports & Analytics' tab.

Guided steps for generating time-based reports - Step 1
2

Select Report Type

Choose 'Daily', 'Weekly', or 'Monthly' Treasury Report from the templates.

Guided steps for generating time-based reports - Step 2
3

Set the Date Range

Select the specific day, week, or month you want to generate the report for.

Guided steps for generating time-based reports - Step 3
4

Generate Report

Click 'Generate'. KapuLetu will compile all approved contributions for that period.

Guided steps for generating time-based reports - Step 4
Unapproved Contributions
Reports ONLY calculate contributions that have been explicitly Approved from your Inbox. Pending contributions will not appear in the final report!