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.