Transaction Categories & Reporting

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All Roles Treasurer Leader Parent Scout

Leader focus

Focus on troop operations, member workflows, and event execution guidance.

  • Review member onboarding and event coordination steps before rollout.
  • Escalate financial approval needs to a treasurer when required.

This guide explains how TroopForge handles non-event withdrawal categories and operational reporting, with role-specific instructions for treasurers, leaders, parents, and scouts.

Use the role switch above to hide sections that do not apply to your role.

Lifecycle: Configure Categories, Process Requests, and Report

Transaction category and reporting workflows move through three connected stages in TroopForge.

  1. Treasurer defines and maintains transaction request categories.
  2. Members submit withdrawal requests and treasurers approve or deny them.
  3. Leaders and treasurers review reporting views and export files for follow-up and reconciliation.

Leader/Treasurer Workflow: Build and Export Reports

Where to go: Left nav Reports. Open cards from the reports catalog using Open report.

Step-by-Step: Reports -> Financial Dashboard

  1. Open Financial Dashboard from Reports.
  2. Set Start Date and End Date when reviewing a specific period.
  3. Apply sub-troop filters when segment analysis is needed.
  4. Review summary cards and table blocks for family/sub-troop balance rollups.
  5. Use Export CSV for offline reconciliation and committee sharing.

Step-by-Step: Reports -> Overdue Accounts

  1. Open Overdue Accounts from Reports.
  2. Use filters for Member Name, Member Type, and Sub-Troop.
  3. Switch Group by between Family and Member views as needed.
  4. Use sort toggles and name-format toggles to match your review process.
  5. Export with Export CSV or Export PDF for finance and leadership follow-up.

Step-by-Step: Reports -> Required Member Forms

  1. Open Required Member Forms from Reports.
  2. Use Member Name, Member Type, and Sub-Troop filters.
  3. Select one or more form types from the displayed forms selector.
  4. Use advanced per-form status filters (Any, On File, Expired, Missing, Not Applicable).
  5. Export with Export CSV for renewal and outreach workflows.

Role Boundaries and Expected Access

  • Only treasurers manage transaction request categories and resolve pending request approvals.
  • Only leaders and treasurers can open the Reports catalog and report pages.
  • Parents and scouts use the Transactions experience for request submission and personal/family visibility.

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