Functional Expense Report

The Statement of Functional Expense report presents a spreadsheet-type view of expense activities shown by function (programs, general management, and fundraising) in columns, while the rows provide a view by the type, or nature, of the expense (compensation, depreciation, maintenance, and so forth).

Note: This report shows activity between the first Period of the selected Fiscal Year and the selected Period in Current Financial Settings (top right).

See Modify > Functional Expense Report to configure the report.

Options

  1. Complete the following options as needed:
    • Change Appearance?: Check the box to change the font type and size. A drop-down also controls the white space between columns by a percentage.
    • Banded Rows?
    • Report Title Line 1 (e.g., Statement of Functional Expense).
    • Report Title Line 2 (e.g., Company 100 - NW).
    • Report Title Line 1 (e.g., Thru period January in fiscal year 2018).
    • Report Format from the drop-down (Report showing all columns with subtotals and grand totals).

Report

  1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
  2. Click the Close Report button to return to the dashboard.

 

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