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.

Advanced Reports

Some organizations need to see things in more details. Aplos Advanced reports makes that possible.

* Available with Advanced Accounting 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

Aplos Advanced For Nonprofits

Aplos Advanced For Churches

* 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.

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