TABLE OF CONTENTS
DASHBOARD POOL REPORT MODULE
From the Pool Report Module on your dashboard, select which fund you want to see. You can sort all the data, thank/acknowledge transactions, see the notes sent with donations, see telemetry, graphs or see fund balances.
POOL LINK & QR CODE
Get access to the Pool Link or generate a QR code right from the module.
POOL SHEETS
POOL SHEETS will open a new tab, which will allow you to create your custom Pool Sheet.
Here you can customize your pool sheet and Stellar will remember these personalized settings. To add additional fields to your report, SELECT A PROPERTY TO ADD TO THE SHEET.
Once you choose the property to be added, a blue box with that field will appear. DRAG this blue box to the grey bar to add that info to your pool sheet.
The Organization Field has now been added to your Pool Report Sheet. To REMOVE a field, hit the trashcan icon. To MOVE a field, click the other icon and drag to wherever you want.
Once your dates are set, you can easily see all information on the Pool Sheet and are able to search within any column. Scrolling all the way to the bottom will show EXPORT to CSV or XLSX,
