Reporting
Using all of your data in Impactgraph to get insights
By Matt1 author8 articles
- The major financial reports, and when to use eachThe four financial reports ImpactGraph builds, the question each one answers, and how to pick the right one. Includes a plain-English explainer of net assets and donor restrictions.
- Statement of Financial Position (balance sheet)Run and read your nonprofit balance sheet: assets, liabilities, and net assets as of one date, with collapse, drilldown, and export.
- Statement of Cash FlowsSee the cash that actually moved through your organization over a period, separate from accrual income. Read the operating, investing, and financing sections, and check your liquidity and runway.
- Budget vs Actuals reportCompare your budget's forecast against actual spending line by line, read the variance, drill into the transactions, and export the report.
- How your account types shape your reportsHow each ledger account's type decides which report and section it appears on, including the current vs non-current split and the Equity-to-Net-Assets mapping.
- Cash basis vs accrual basis in your reportsWhat cash basis and accrual basis mean, when to use each, and how ImpactGraph applies them to your reports.
- How to run a reportThe Reports tab gives you a real-time view of your organization’s income and expenses, based on the transactions you’ve coded in the system
- Dynamic Profit & Loss ReportingGroup your Profit & Loss by month, quarter, or year, pivot by funding source or program, drill into any cell, and export to Excel.