Quick Answer: Comparative Report

Comparative Report puts this year's revenue, expenses, and net assets side-by-side with the prior year so boards and grant writers see dollar and percentage changes without manual spreadsheet merges. Strategic planning sessions start from the same numbers leadership already trusts in Income Statement and Balance Sheet.

Available on Plus, Pro, and Enterprise. Click variances to open the transaction drawer when a line needs explanation before a board meeting. Export PDF for annual reports and Excel for deeper analysis. Pair with Fund Analytics when you need charts instead of tabular comparisons.

Comparative Report

Year-over-year financial comparison highlights trends in revenue, spending, and balances.

What's Included

Revenue, expense, and net asset comparisons
Dollar and percentage change columns
Drill-down on material variances

Good to Know

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