Reports Overview

Quick Answer: Reports

The Reports hub groups financial statements, fund stewardship, donor analytics, and operations reports in one place. Star favorites so your most-used statements stay at the top without hunting through menus. Open Balance Sheet, Income Statement, Donor Reports, or Event Financial Report from grouped sections that mirror how accountants and development teams actually work.

Standard reporting requires a Plus, Pro, or Enterprise plan with fund accounting enabled. Pro and Enterprise add multi-fund statements such as Balance Sheet by Fund and Income Statement by Fund. Many live reports support drill-down into the ledger, PDF export, and spreadsheet download. Pair the hub with Recurring Reports when leadership wants a frozen packet in their inbox on a cadence.

Standard reports require Plus or above. Multi-fund statements require Pro or Enterprise. Some Reports hub tiles are not open yet; use the live statements above for close until those pages ship.

Reports Overview

Browse financial, fund, donor, and operations reports from one hub. Favorites sync to your profile across devices.

What You Can Do

• Open balance sheet, income statement, donor, volunteer, and event reports that appear as live hub tiles
• Filter dates and funds consistently across tools
• Save a named view on Balance Sheet and Income Statement so your filters come back next time
• Export PDF or spreadsheet where supported
• Jump from a report line into the underlying ledger when drill-down is available

Common Tasks

Build a monthly board packet

1. Star Balance Sheet, Income Statement, and Fund Analytics in Reports.
2. Run each report for the board month and export PDFs.
3. Schedule the same packet with Recurring Reports when you want it delivered every month.

Good to Know

Standard reports require Plus or above. Multi-fund statements require Pro or Enterprise.

Some tiles are parent-organization only, including Donation Settlement.

Event revenue rolls up in Event Financial Report when you use Events & Ticketing.

Fund Accounting features · Statement of Activities glossary · Balance Sheet glossary