How do I produce Financial Management Reports?
To best understand the financial reporting functionality in ExpensePlus, please view the module overview video below:
Financial reporting is an important part of any financial system and workflow. The question of how to produce financial management reports though may be misleading. Why?
ExpensePlus has a live, real-time reporting module. This allows users to access reports on demand according to their permissions and preferences.
Whether a user is a volunteer, a staff member, or a trustee, you can customise their user access (via the user settings screen) so they can access the reports they need.
Income & Expenditure Summary (by Fund) report
A commonly used report is the 'Income & Expenditure Summary (by Fund) report'. This is accessible from the sidebar menu. It displays to users the data relating to the categories that they have permission to view, either in a summarised or detailed view.
You can change how to view the report to:
- Show all funds or specific funds;
- Use the tabs to change views between monthly, quarterly and annual;
- Show at 'parent level' (category groups) only, where the report will combine categories to provide their aggregate total at group level.
Learn more about how this report shows projected budgets in this helpguide article.
Accessing and downloading reports
Reports are self-service, enabling those with permission to remain up-to-date with current, real-time figures.
However, if you want to download and distribute a report by email or print hard copies, you can download viathe PDF or CSV buttons at the bottom of the screen. When producing a PDF report, our system determines layout and page breaks. This is not user-customizable. Please choose the CSV option if you wish to customise the layout of the downloadable report yourself.
