The Income Statement (aka Statement of Activities) measures the change in net assets for a specified time period.
Run an Income Statement
- Navigate to the Financials page and click Income Statement in the left-side menu.
- Click one of the date options, or select a Static Start and End Date from the calendars and click Show Date.
- The Income Statement now shows. To further refine the information in the report, use the options listed below.
- Click Edit Date in the left-side menu to change the date. Click Save to save changes.
- Click Edit Options in the left-side menu to change the Column Option and Financial View. Click Save to save changes.
- To view financial years for a selected date range, select Financial Year from the Column Option drop-down. This will display additional columns of information on the income statement.
- Quarter and Month are two additional Column Options that will display multiple columns of data for a selected date range.
- Click Load Saved in the left-side menu to use a saved filter.
- Click [delete] to remove saved filters.
- Click [delete] to remove saved filters.
- Click Save Report in the left-side menu to name a report. Click Save to save changes.
- Click Add Filter in the left-side menu to Add Financial Filter.
- Click Export in the left-side menu to download an Excel spreadsheet containing currently displayed information.
- Click Raw Export in the left-side menu to download an Excel spreadsheet containing currently displayed information that has each cell of each line of the spreadsheet filled. This can be useful when using Excel functions.
- Click Show Fund in the left-side menu to view each fund and its balance.
- Show/Ex Sub Fund becomes available when using Show Fund functionality. This option shows subfunds.
- Click Show SubAcct in the left-side menu to view subaccounts. This will display the individual account balances, and the subaccounts will be indented.
- Click Edit Date in the left-side menu to change the date. Click Save to save changes.