FAQ: How Can I Report on Data from Before Migrating to EvolveGo?

Reporting on Financial Data Before Migrating to EvolveGo

When transitioning to EvolveGo, it’s important to be aware that financial reporting on data prior to migration should be done in your previous system.

Why is this necessary?

While EvolveGo manages all financial data moving forward, historical financial records are often not fully replicated in reporting due to differences in system structures. This means certain financial reports may not provide a complete picture if they rely on pre-migration data.

How to Handle Pre-Migration Reporting

• Use Your Previous System – If you need reports covering financial data before migrating, generate them from your old system.
• Combining Reports – For reports that span both pre- and post-migration periods, you may need to merge data from your old system with reports from EvolveGo.