Fund Analysis Report

The Fund Analysis report is a report in the Fund Management module that provides a structured and comprehensive view of Fund Ledger Entry transactions through an Excel-based report. When the report is generated, it produces an Excel file containing the following:

• A detailed sheet listing all Fund Ledger Entries, including relevant transaction-level information.
• Three additional sheets where these entries are grouped by Fund, Funder, and Project, respectively. These groupings provide a high-level summary, enabling users to quickly assess fund allocations and usage.

Users have full flexibility to customize the Excel file according to their analysis needs. They can:

• Create and configure pivot tables to visualize and aggregate data.
• Apply filters, formatting, and additional calculations.
• Modify the layout to suit specific reporting or auditing requirements.

This report is particularly useful for gaining insights into fund allocation, tracking contributions by funders, and analyzing project-related financial activity.

To run the report, navigate to the Funding menu and select Fund Analysis from the available options.