This guide covers how to:
Run a report, using a Statement of Activities as an example
Drill into line items to see the underlying transactions
Export reports to share with your sponsor or board
You may be familiar with different nonprofit accounting terminology, so for clarity we will use these terms:
Statement of Activities: also called Income Statement, Profit & Loss (P&L), or Statement of Revenues and Expenses
Statement of Financial Position: also called Balance Statement
Before you start
To get the most out of Reports:
Make sure your transactions are coded to the correct ledger accounts (and funding sources, if applicable).
Confirm that any recent activity has been reviewed and approved so it shows up in your reports.
The reports are only as accurate as the data that’s been coded.
Uncoded transactions will show up as "uncategorized". If you'd like to change the configuration of the default ledger account for this type, please reach out to your admin or fiscal sponsor.
Accessing the Reports tab
Log in to your ImpactGraph account.
In the left-hand navigation, click Reports.
You’ll see a list of available reports. One of these is the Profit and Loss statement (or Statement of Activity).
Running a Statement of Activity
From the Reports tab, click Profit and Loss statement.
At the top of the report, select your date range:
Choose a specific time period (for example, This Month, Last Quarter, Year to Date), or
Leave it blank and click Run report to view all-time activity.
Click Run report.
You’ll now see:
Revenue accounts (income lines)
Expense accounts
A total showing your net income (or loss) for the selected period
Because everything lives in one place, your P&L is real-time and always up to date as long as you keep your coding current.
Viewing the transactions behind each line
If you want to understand what’s driving a specific line item, click on the total amount in the line you’re interested in (for example, Office Supplies).
A list of individual transactions for that account will appear. If there are any split transactions, only the portion of the transaction that was coded to that ledger account is shown.
Exporting your P&L
If you need to share your report or work with it outside of ImpactGraph:
Run the Profit and Loss statement for your desired date range.
Use the export options at the top of the report:
Export as PDF – best for sharing with sponsors, board members, or saving a snapshot.
Export as Excel – best for doing deeper analysis, adding notes, or combining with other data.
FAQ
Q: Why doesn’t a recent transaction show up in my Profit & Loss report?
A:
Check that the transaction has been coded to a ledger account.
Confirm the transaction date falls within the report date range you selected.
Make sure the transaction has been approved (if your sponsor’s workflow requires approval).
Q: Can I run reports for specific programs or funding sources?
A: Yes, you can use the dynamic filters to get to additional detail. If you’re not seeing the report type you expect, contact your fiscal sponsor or reach out to us at [email protected].