Which report should we use to reconcile deposits?

• Payout reports: on the Payouts page, open any deposit to see how it breaks down by school and campaign. Download it as a Standard, QCC, Nextgen, or PowerSchool export to load into your finance system.
• Campaign Activity Report: one spreadsheet with every campaign in your district. It shows each campaign’s allocation ID, online and offline payments, refunds, and amounts paid out. Find it on the district Reports page.
• Payout Recording: mark each deposit as Recorded once it’s entered in your accounting system, so you can see what’s left to do.

For one campaign’s details, use that campaign’s Results tab. Need a report we don’t have? Email support@successfund.com.