Impact Graph's Profit & Loss (P&L) statement now includes powerful dynamic reporting features that let you analyze your financial data in multiple ways. Whether you need to see month-by-month trends, compare funding sources, or analyze program performance, these advanced options give you the flexibility to create exactly the report you need.

To run a simple Profit & Loss report:

1. Navigate to the Reports section

2. Select Profit and Loss Statement

3. Choose your organization (if you have access to multiple)

4. Click Run Report

By default, the report shows all your financial data for your organization from all time. You'll see your operating revenue, operating expenses, and net income in a traditional two-column format.
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You can click on any line item in the report to see the individual transactions that make up that amount. This is especially useful for split transactions, where you'll see only the portion associated with that specific ledger account category.
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To unlock the full power of dynamic reporting, click the Advanced button in the report selection panel. This opens a modal with three main sections:

- Time Grouping - Create columns for different time periods

- Pivot By - Organize data by funding sources or custom objects (like programs)

- Accounting Method - Choose between cash basis or accrual accounting
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As you select options, you'll see active filter chips appear below the selection panel showing what filters are currently applied (for example, "Grouped: Monthly" or "Pivot: Funding Sources"). You can remove any filter by clicking the X on its chip.

Time Grouping Options

Time grouping lets you break down your P&L report into columns for different time periods. This is perfect for analyzing trends, seasonal changes, or comparing performance across periods.
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Monthly grouping creates a separate column for each month in your date range. This is ideal for:

- Tracking seasonal revenue patterns

- Monitoring month-by-month expense changes

- Identifying when specific costs occur throughout the year
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To use monthly grouping:

1. Click the Advanced button

2. Under Time Grouping, select Monthly

3. Click Run Report

Your report will now show columns for each month (e.g., "Jan-2025", "Feb-2025", etc.), making it easy to see how your finances change throughout the year. You may need to scroll horizontally to see all months, or export to Excel for easier viewing.

Yearly grouping creates columns for each year in your data. This is different from an all-time report because it lets you compare year-over-year changes side by side.

Use yearly grouping to:

- See how expenses have changed year-over-year

- Analyze multi-year trends

To use yearly grouping:

1. Click the Advanced button

2. Under Time Grouping, select Yearly

3. Click Run Report
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You'll see columns for each year (e.g., "2024", "2025"), allowing you to easily spot changes like revenue increases or decreases between years.

Quarterly grouping creates columns for each quarter (Q1, Q2, Q3, Q4) in your date range. This is useful for:

- Quarterly financial reviews

- Comparing performance across quarters

- Budget planning and analysis

Pivoting reorganizes your report to show data by funding sources or custom objects (like programs) instead of just by ledger accounts. This creates columns for each funding source or program, making it easy to see how expenses and revenue are distributed.

When you pivot by funding sources, each funding source gets its own column in the report. This shows you:

- How much revenue each funding source generated

- How expenses are allocated across funding sources

- The financial impact of each funding source
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To pivot by funding sources:

1. Click the Advanced button

2. Under Pivot By, select Funding Sources

3. Click Run Report
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Your report will now have columns for each of your funding sources, with rows showing how each ledger account category is distributed across them.

Pivoting by Programs (Custom Objects)

If you have custom objects set up (like programs), you can pivot by those as well. This is perfect for:

- Analyzing program-specific financial performance

- Seeing how expenses are allocated across different programs

- Comparing program costs and revenue

To pivot by programs:

1. Click the Advanced button

2. Under Pivot By, select your program object type

3. Click Run Report
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The report will create columns for each program instance, showing the financial data associated with each one.

When you've selected a pivot option (funding sources or programs), you can filter to show only specific items instead of all of them. This is helpful when you have many funding sources or programs and only want to analyze a subset.

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To filter pivot columns:

1. First, select a Pivot By option (funding sources or a custom object)

2. A new section will appear: Filter [Funding Sources/Programs]

3. Use the dropdown to select the specific items you want to include

4. Leave it empty to show all items

5. Click Run Report

For example, if you pivot by funding sources but only want to see "Individual Donations", you would:

- Select Funding Sources as your pivot

- In the filter dropdown, select only Individual Donations

- Run the report to see only that funding source's data

You can combine time grouping and pivoting to create powerful matrix reports. For example, you can see all your funding sources broken down by year, or all your programs broken down by month.

Example: Funding Sources by Year

To see how each funding source performed year-over-year:

1. Click Advanced

2. Under Time Grouping, select Yearly

3. Under Pivot By, select Funding Sources

4. Click Run Report

This creates a matrix where:

- Rows show your ledger account categories

- Columns show each funding source for each year (e.g., "Individual Donations 2024", "Individual Donations 2025", "Grant A 2024", "Grant A 2025", etc.)

Example: Programs by Month

To see monthly program performance:

1. Click Advanced

2. Under Time Grouping, select Monthly

3. Under Pivot By, select your Programs object

4. Click Run Report
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This shows how each program's expenses and revenue change month by month, helping you identify seasonal patterns or program-specific trends.

You can drill down into any cell in your report to see the individual transactions that make up that amount. This is especially useful for:

- Verifying how a total was calculated

- Reviewing specific transactions in a category

- Understanding split transactions
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To view transaction details:

1. Click on any amount cell in the report

2. A modal will open showing all transactions that contribute to that cell

3. The transactions are automatically filtered to match:

- The ledger account category

- The time period (if using time grouping)

- The funding source or program (if using pivoting)

4. Click outside the modal or close it to return to the report

This drill-down feature respects all your report filters, so you'll only see transactions that match the cell you clicked on.

When your report becomes too large to view comfortably in the browser (especially with many columns from time grouping or pivoting), or when you need to share it with others, you can export it to Excel. This is particularly helpful when you have many months, funding sources, or programs to display.

To export a report:

1. Run your report with any combination of filters, grouping, or pivoting

2. Click the Export to Excel button (usually located near the report title)

3. The Excel file will download with:

- All your report data

- Proper formatting for currency values

- All columns and rows from your report view
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The exported Excel file maintains the structure of your report, including any time grouping columns, pivot columns, and totals. This makes it easy to:

- Share reports with board members or funders

- Perform additional analysis in Excel

- Create charts and graphs from your data

- Archive reports for record-keeping
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If you have questions about using dynamic reporting features or need help creating a specific report, please reach out to our support team. We're here to help you get the most out of Impact Graph's reporting capabilities.

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