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Reports & Analytics
View & Share Data In Real-Time
Contribution Statements, Donor Reports, Budgets By Fund, & More
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Accounting Reports
See financials in real time, at any time.
Over 70 Customizable Financial & Accounting Reports
Income Statement
View the profit vs. loss and even see it by fund or tag.
Balance Sheet
See the balances of your asset, liability, and equity accounts. You can also add detail to see how each balance is split by fund.
Budget Reports
Compare your projected budget vs. your actual income and expense to see how you are hitting your goals.
Grant Reports
Generate reports for your grants and projects to show how a grant was used and how much remains. See the balance of a grant at any time, and track grant expenses across your various programs for more granular reporting. With Advanced Budgeting, you can create a unique budget to monitor how you expect to spend funds over the life of the grant. Then run Budget to Actual reports to make adjustments as plans change.
Advanced Reports
Some organizations need to see things in more details. Aplos Advanced reports makes that possible.
* Available with Advanced Reporting Upgrade only
Budget by Fund
Compare your projected budget vs. your actual income and expense for each of your funds to see how you are hitting your goals.
Budget by Tag
Compare your projected budget vs. your actual income and expense for each of your tags to see how you are hitting your goals.
Advanced Tag Reports
See an income statement, tag statement, or transaction list for any tagged income or expense transactions.
Permission Based Reports
Set user permissions to only see certain accounts, fund, tags, or purposes so that they can login and see only that specified data.
Request a demo of Aplos Advanced
* Customized bundles starting at $179/mo. Requires annual contract.
Donor Management Reports
View donations and generate contribution statements quickly.
Contribution Statements
Print or email your donor's contribution statements for their tax purposes. For organizations in Canada, statements are compliant with Canadian government requirements.
Donations by Contact
See summarized or detailed donations per contact and filter those to see only the data you need.
Donations by Household
See summarized or detailed donations by household and filter those to see only the data you need.
Last Year But Unfortunately Not This (LYBUNT)
See a list of donors who donated last year not not this year.
Some Year But Unfortunately Not This (SYBUNT)
See a list of donors who have donated at some point, but not since then.
Top Donor
View donors in order of who has donated the highest amount.
Pledges by Contact
Print or email pledge statements to show donors the outstanding balance of their pledge.
CRM Reports
Know your contacts and how you've connected with them at the click of a button.
Contact List
View all of your contacts and their contact information.
Notes
See a date sorted list of any notes that you've added to your contacts.
Reminders
View reminders for your contacts by date to keep up on your follow-up.
