Statement of Activities

Generate a Statement of Activities Report

1. Navigate to Reports and click Statement of Activities on the navigation bar.
2. Enter the date range for the report, and then click Refresh Report.
   • A Date Filter Preset drop-down menu is also available for filtering the report.
     
     • The following are available Date Filter Presets:
       • Current Fiscal Year - Based on start month for the fiscal year.
       • Current Month
       • Last Month
       • Current Quarter - The current quarter, not three months from the current date.
       • Last Quarter - The previous quarter, not six months from the previous quarter.
       • Last Fiscal Year - Based on the start month for the fiscal year.
         
         
   • Use the drop-down list to Filter for Program Service and Opportunity.
     • Multiple services and opportunities can be selected.
   • Click Add Second Date Column to add an additional column.
     • This allows for the comparison of amounts for time frames without having to run multiple reports.
       
       
   • Check the box next to Summarize by Account Type to summarize accounts by their type on the report.

Totals for each section are shown as well as the total change in net assets.

• • Click the linked values in the Balance column to view the associated transactions.
    
    
• Click the header of the column to sort the report.
  
  

Once the report has been filtered, it can be exported or printed.

Export the Report

1. Click Copy to Clipboard to copy the report's contents to your clipboard and manually paste them into a spreadsheet.
   
   

• Data will need to be pasted into a spreadsheet as this will not automatically download a file to your computer.
  • Totals will not automatically recalculate if the values within the pasted spreadsheet are changed. Set up the formulas manually within the spreadsheet to automatically calculate the totals.

 Print the Report

1. Click Print Report to print the report.