Monthly Activity Summary Report?

I’m looking for a report that could be pulled monthly that would summarize the Troop Track transactions for a given period. When I pull the money book data dump, it’s hard to see the summarized transactions because the data dump includes all the transactions from Scout accounts and the main troop account. So one “purchase” can have four lines of data. Is there any way to pull a summary report?
We would like to use this report to update our Scout Account balance in QuickBooks so that they QuickBooks liability matches the data in Troop Track.

Hi @EmilyBauguess,

If you want to pull a summary report that excludes the Troop account, then the other option is to select the different accounts and pull a summary for each account.


David Keener