Financial Reports - how to run from last version

Elvia Barbosa

Hello,


I'm an accountant for Great Heart Academies.Our network recently integrated/updated Raiser's Edge with our Financial Edge program.  Each month, I export in Raiser's Edge a financial report for Community Investment and Tax Credit activity.  I use this information to compare to the revenue recorded in Financial Edge.  Prior to the integration, there was a drop down menu under Reports-Financial Reports. I would then choose the version I needed. 


I recently logged on after the integration and it looks very different and I can't find the path to retrieve these reports. Can you please assist?


Thank you,

Elvia Barbosa

Senior Academy Accountant

Great Hearts Academies

ebarbosa@greatheartsaz.org

Joshua Bekerman bCLO, bCRE

It should be listed under Reports - Custom Reports.