Report Configuration
You need to select and save the report layout in your account for FASB reports and the Grant Statement of Activity report. The customized report layout selection for these reports does not persist when the SuiteApp is installed. This configuration is required only one time in each account where the SuiteApp is installed. The Statement of Cash Flow report uses a standard report layout and does not require configuration.
To configure the reports:
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Select and open the report.
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For FASB reports, go to NFP Financial Center > Financial Reports, and then select a report.
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For the Grant Statement of Activity, go to NFP Financial Center > Grant Management > Grant Statement of Activity.
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At the bottom of the report page, click Customize.
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Near the top of the Financial Report Builder page, click Edit Layout.
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In the Layout list, select the following layouts for the reports. Statement of Cash Flow is included for completeness. It should not require configuration.
Report
Layout
Statement of Activity
FASB Stmt of Activity Layout
Statement of Cash Flow
Standard Cash Flow Statement Layout (US)
Statement of Financial Position
FASB Financial Position (US)
Statement of Functional Expense
FASB Stmt of Expense Layout
Grant Statement of Activity
Grant Activity Layout
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Click Save.
All the financial reports are designed to comply with the requirements of U.S. subsidiaries. You must customize the reports for other countries. For more information, see Non-Profit Financial Reports.
By default, Release from Restriction accounts begin with 69, and functional expense accounts begin with 72. If your implementation does not use these account defaults:
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Specify which accounts are Release from Restriction accounts. To tag an account as a Release from Restriction account, go to the Edit Account page, and then select Release from Restriction from the Applies To list.
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Make a copy of the report and then manually update it based on the appropriate account numbers.