The Statement of Activities by Restriction Report
Create the Analysis of Revenues and Expenses Statement with the addition of total restricted revenue and expense.
Revenue and Expenses are categorized by donor restrictions followed by the total change to Net Assets for the period.
The Summary Flag option in Add/Edit Chart of Accounts, in conjunction with the Subtotal on Selected Headings option in Report Options, lets you print detail and summary information on the same report.You can select the Summary Flag on specific account headings, which produces a report with the following:
- Detailed information on those account headings without the Summary Flag option selected.
- Totals for all account headings with the Summary Flag option selected.
Subtotals display only for account headings with the Summary Flag option selected.
- On the Headings tab in Add/Edit Chart of Accounts, select the subheading for which you want to display subtotals on the Statement of Activities by Restriction report and click Edit Heading
- Select Summary Flag and click OK.
- Repeat steps 1 and 2 for each subheading for which you want to display subtotals.
- Click Close.
- In the General Ledger Reports window, select Statements, then Statement of Activities by Restriction.
- Click Customize.
- On the Report Options tab, select Subtotal on Selected Headings, then select any other applicable report options.
- Click Preview or Print.