People Setup
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      3. People Setup

      Elvanto

      How to export data from Elvanto

      People

      1. Select Menubutton (on the right), select it and click the Admin Area.
      2. Within Elvanto's Admin Area, navigate to Reports-> Add Custom Report > Standard Report
      3. Name the Standard Report
      4. Select: Display as "Individuals".
      5. Filter: Match "All of the Following Fields"
      6. Filter: "People Category", "Contains", "Select All"
      7. Add all of the fields wanted. Include Member ID.
      8. Click Save & Generate.
      9. Click Export-> 

      Contributions

      1. Within Elvanto's Admin Area, navigate to Financial-> Reports -> Batches.
      2. Set the following fields:
        1. Find Batches:"By Name"
        2. Display:"Show All Trans"
        3. Trans Type:"Both Tax + Non Tax"
        4. Chart of Account:Check All
        5. Additional Batch Columns:Check All
        6. Additional People Columns:"Member ID","Full Name"
        7. Sort By:"Transaction Date Ascending"
        8. Output:"Excel Format .xlsx landscape A4"
      3. Click the Generate button.