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, Cash Projection, and Close Packet on parent organizations. Many reports support drill-down into the ledger, PDF export, and Excel download. Pair the hub with Automatic Email Reports when leadership wants summaries in their inbox.

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

Reports Overview

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

What You Can Do

• Open balance sheet, income statement, trial balance, donor, volunteer, and event reports
• Filter dates and funds consistently across tools
• 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, Statement of Activities, and Fund Analytics in Reports.
2. Run each report for the board month and export PDFs.
3. Add Close Packet on parent orgs when you need a single combined export.

Good to Know

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

Some tiles are parent-organization only, including Close Packet and 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