*Please note - Even though the finances in this section are displayed in GBP(£), the user guide applies to the EU & USA also.*
Coacha’s Money Dashboard helps to simplify your club finances, enabling you to record cash and card payments together in one easy-to-use and understand interface. Your payments, whether processed by Stripe or recorded using Coacha’s virtual cash tin, can then be exported into an Excel spreadsheet for your records. Choose to download reports over a given time period, or on an individual member basis.
To download a financial report, head to ‘Money’ in the main navigation and click ‘Reports’.
To download a financial report based on a specific time scale, member, amount, type of payment or timescale, use the filters provided and then click the green search icon.
To search for a specific member, start typing their name into the ‘Member’ field and select them from the list.
Coacha will then pull the relevant payments together into a spreadsheet for you to download. Click ‘Finance Export’, and follow the instructions in your browser to open the report.