Statement of activities

See income and spending over some dates

1. Choose the unit under Unit, if you read more than one book.
2. Choose the dates in the first box, such as This month, or the year so far.
3. Or type a first and a last day, then press Apply.
4. Choose how the funds are laid out: Unrestricted and restricted, Each fund, side by side, or Totals only.
5. Choose a program in place of Every program, to see what one program cost and brought in.

Then: Income, then spending grouped by what each account is for, with the change in the funds. A choice applies as you make it.

Put the budget and last year beside it

1. Choose Against budget and last year in place of Nothing beside it.

Then: Quieter columns join the figures: the budget adopted for these dates, and the same dates a year earlier.

Open the entries behind a figure

1. Press an account's line in the report.
2. Read its entries in the Journal; open an entry's menu to go where it came from.

Then: The Journal opens over the report's dates, narrowed to that account, and to the program if you chose one.

Download it, or print it for the board

1. Set the dates and the columns as you want them.
2. Press Download.
3. Choose Excel (.xlsx) or CSV (.csv).
4. Or press PDF for the board.

Then: What is downloaded is what is on screen. Excel has figures as numbers, and adds a sheet naming the report, the unit, the dates, the program if you chose one, the currency, its notes and when it was downloaded. CSV is the report alone, with the currency in the column headings. The PDF carries the unit's letterhead and when it was printed.

The board meets on the 10th. Lee opens the Reports tab, chooses the year so far and Against budget and last year, and presses PDF for the board: income, spending by what it was for and the change in the funds, with the budget and last year beside them.

Choose another report

1. Find the list of reports beside this one; on a narrow window or a phone, open All reports above it.
2. Press the one you want, under Statements, The books, Giving, Budgets and levies, or Across units.

Then: It opens for the same unit. Budget against actual opens Budgets, which lists the budgets of every unit you read, not this one alone; Levies by age opens Levies.