Quick reports are Shelterluv's standard, prebuilt reports that you can easily run without any report building. Once run, certain quick reports can be filtered, but they cannot be edited or customized.

If you need a more customized report, please use Shelterluv's Custom Reports.

This article will cover the Cash Reconciliation quick report under the Accounting tab in your quick reports. You can find all of the other quick reports in the Quick Reports section of the help center.

Each quick report has its own default sorting, but you can click any column header to quickly sort the report by that column in ascending or descending order. Additionally, each quick report can be exported to Excel, printed, or downloaded as a PDF.

Click your Username > Analysis & Reports > Accounting to get started.

The Cash Reconciliation quick report will show one row for each transaction processed during the selected date range. Each row will include all items that are part of that transaction (adoptions, donations, etc.) and all payment types used.

The very last row of the report displays totals by payment type, allowing you to quickly scan and balance your cash drawers.

At the top of the report, you can use the Cash Drawer(s) filter to filter the report to only show transactions that were assigned to a specific cash drawer.