How do I get Summary Totals to display on the Income & Expenditure (by Fund) report?

Users who have permission to view all categories will automatically be able to see the 'Summary Totals' section at the bottom of the Income & Expenditure Report (by Fund) report.

The summary totals section is a handy way to view a summary of income, expenditure and change in fund balances.

This help-guide article covers common scenarios which occur where users aren't able to see the Summary Totals section on this report, as well as how to overcome these.

Which users can see the summary totals section?

Only users who have permission to view ALL income and expenditure categories for the fund(s) being viewed will be able to see the summary totals section.

For any users that are not able to see the summary totals section, go to user settings screen, select the user, and then select the 'view / edit' categories button for the fund they are trying to view.

Then, check that the user has 'summary' access to ALL categories within the fund.

Why can't I see fund balances within the Summary Totals section?

If you CAN see the summary totals section, but can only view income and expenditure totals.

This is because the system setting to hide summary balances has been set.

This setting can be updated within the system settings screen. Select the 'edit' button to the right of the 'reports' section.

Then update the hide opening balances option.

To better understand the Finance Reports module, please view the module overview video here.